Drew Adams is a registered investment advisor at Alexander Investment Services CO., based in Harlan, KY, with 19 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 1,250 clients with $500M 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 | 0.78% |
| $500K - $1.0M | 0.58% |
| $1.0M - $5.0M | 0.38% |
| $5.0M - $7.5M | 0.33% |
| $7.5M - $15.0M | 0.28% |
| $15M+ | 0.23% |
All Investment Advisory Service Agreements are negotiated between the individual Investment Adviser Representative being engaged and their clients subject to the company’s review and approval. In no cases will the maximum fee charged to a client at any level exceed 0.80% (8/10 of 1%).
Fee Estimator
Location
Hendrickson Building - Suite 207, P.O. Box 1728, Harlan, KY, 40831
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
Drew is a board member of the Harlan County Economic Development Authority, dedicating minimal time. He is also a board member of Camp Blanton, a private trust, dedicating minimal time.
Employment History
Current Registrations
Alexander Investment Services CO.
Alexander Investment Services CO.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 states
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