Adam Advisory is a registered investment advisor located in Tucson, Arizona, founded in 2026 by Jeffrey Adam. Adam Advisory offers two main services for individuals: standalone portfolio management and a combined wealth management service called "Let’s Build This Together" which pairs ongoing financial planning with discretionary investment management. The firm primarily invests client funds in stocks, bonds, mutual funds, exchange-traded funds, government and municipal securities, and cash equivalents. Using a combination of fundamental analysis, technical analysis, and modern portfolio theory, Adam Advisory builds tailored portfolios to match each client's specific goals, risk tolerance, and tax considerations. The firm operates on a fee-only basis, meaning they are compensated solely by client fees and do not accept commissions or sales charges from investment products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Schedule represents standalone portfolio management. The firm also offers a bundled wealth management option with slightly lower AUM rates (0.90% on the first $1M, 0.60% on the next $1M, and 0.50% above $2M) plus a $3,000 annual planning fee.