Adam Wilson is a CFP-designated registered investment advisor at Prime Capital Financial, based in Watkinsville, GA, with 23 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, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.
Location
3651 Mars Hills Road Suite 1000A, Watkinsville, GA, 30677
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is a board member for the Community Foundation for NE Georgia and the Titan Club, and a managing partner for SWM Athens REI, LLC, a real estate holding company, dedicating minimal time to each. He also spends about half his time at Prime Capital, an RIA.
Employment History
Current Registrations
Private Client Services, LLCBroker
Prime Capital Financial
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Sugarloaf Wealth Management, LLC
Royal Alliance Associates, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations8 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.