Adam Devone
Adam Devone is a registered investment advisor at G.W. Sherwold Associates, INC., based in Lake Forest, CA, with 35 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 424 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
22994 El Toro Road, Lake Forest, CA, 92630
Get directionsHistory
Regulatory History (1)
Criminal
October 1984Other Business ActivitiesSells Insurance
Adam works as a consultant for ARD Venture Group, focusing on merger and acquisition activity within the insurance industry, dedicating about half his time. He also works as a sales agent for Benefits Exchange Alliance Corporate Insurance Broker, dedicating a full-time effort.
Employment History
Current Registrations
G.W. Sherwold Associates, INC.
G.W. Sherwold Associates, INCBroker
Previous Registrations
Microtrade Networks, INC.Broker
Ascend Financial Services, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.