Jeffrey Adams is a CFA, CFP-designated registered investment advisor at Greatmark Investment Partners, INC., based in Columbus, GA, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 433 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $700K | 1.00% |
| $700K - $2.0M | 0.75% |
| $2M+ | 0.50% |
Schedule is for equity assets & securities. For fixed income assets & mutual funds/ETFs: First $2 million is 0.50%, balance over $2 million is 0.25%. Fees may be negotiable.
Fee Estimator
Location
6001 River Road, Suite 300, Columbus, GA, 31904
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Greatmark Investment Partners, INC.
State Registrations1 state
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