AD
CFP
AD
CFP

Adam Deem

25 Years of Experience
Broker

Adam Deem is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Fort Worth, TX, with 25 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.

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Location

5600 Clearfork Main Street Suite 450, Fort Worth, TX, 76109

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Adam is involved with Teak Tree Capital Management LLC as a registered investment advisor. He also has a personal loan for property and building a house, and serves as treasurer for River Park HOA.

Employment History
Current Registrations
Hightower Advisors, LLC
October 2020 - Present · 5 yrs 6 mos
Hightower Securities, LLCBroker
October 2020 - Present · 5 yrs 6 mos
Hightower Securities, LLC
October 2020 - Present · 5 yrs 6 mos
Previous Registrations
Apw Capital, INC.Broker
April 2009 - September 2020 · 11 yrs 5 mos
Teak Tree Capital Management, LLC
April 2009 - November 2020 · 11 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2000 - April 2009 · 8 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2000 - April 2009 · 8 yrs 7 mos
State Registrations8 states
COFLGAILNMOKTXUT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.