Adam Koos is a CFP-designated registered investment advisor at Libertas Wealth Management Group, INC., based in Columbus, OH, with 21 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, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 319 clients with $160M 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 $500K | 1.90% |
| $500K - $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Certain existing or legacy clients may be billed under a prior fee schedule.
Fee Estimator
Location
5003 Horizons Dr., Suite 200, Columbus, OH, 43220
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2016Employment History
Current Registrations
Libertas Wealth Management Group, INC.
Previous Registrations
LPL Financial LLC
Raymond James Financial Services
State Registrations3 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.
Exams
Additional Information
Adam started his career in 2001 and has been named one of Central Ohio's "People to Know by Columbus Business First. He was honored as a "Five Start Wealth Manager" by Five Star Professionals in Columbus Monthly Magazine, is a recipient of the 2011 Business First Greater Columbus "Forty Under 40" award, 5 time winner of Columbus CEO Magazine's "Best of Business" awards (winning "Best Financial Advisory Firm"), and was the 2011 small business winner of the Better Business Bureau's "Torch Award for Ethics & Trust."