Adams Advisory Services, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Adams Advisory Services provides a wide array of investment advisory services, including standard investment management and a comprehensive investment advisory service that combines asset management with financial planning. Adams Advisory Services builds customized portfolios using stocks, bonds, exchange-traded funds, mutual funds, and other securities. The firm often utilizes third-party money managers to help implement investment portfolios while providing initial due diligence and ongoing reviews. In addition to investment services, Adams Advisory Services offers standalone financial planning and consulting covering retirement, estate, tax, insurance, and real estate analysis. Adams Advisory Services is wholly owned by John Allan Adams and is based in Irving, Texas.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%. Fees are billed monthly in advance and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Adams Advisory Services, LLC - Fees, AUM & Advisors | TrueAdvisor