Adam Mayer is a registered investment advisor at Advisors Asset Management, INC., based in Dunwoody, GA, with 26 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,867 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAM provides investment management services for separately managed accounts. The annual fees for fixed income strategies range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees and services may be negotiable. AAM usually requires a minimum account size of $250,000 for fixed income strategies and $100,000 for equity strategies.
Location
Dunwoody, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is a board member (past president) for Temple Sinai of Atlanta, a non-profit synagogue. This voluntary position requires about 10-20% of his time and is not securities business related.
Employment History
Current Registrations
Advisors Asset Management, INC.
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Previous Registrations
Valubond Securities, INC.Broker
Banc of America Securities LLCBroker
State Registrations2 states
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.