Adam Obrecht is a CFP-designated registered investment advisor at Ao Wealth Advisory, based in Urbandale, IA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 311 clients with $210M 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 $300K | 1.25% |
| $300K - $750K | 1.15% |
| $750K - $1.2M | 1.00% |
| $1.3M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
All fees are negotiable and there are no account minimums.
Fee Estimator
Location
2570 106th Street, Suite A, Urbandale, IA, 50322
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adam is a board member of the Financial Planning Association, a non-profit organization, and is responsible for memberships. He spends minimal time on this activity.
Employment History
Current Registrations
Ao Wealth Advisory
Previous Registrations
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Primevest Financial Services, INC.Broker
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.