Adam Fisher is a registered investment advisor at Oak Lane Advisors, based in Centerville, UT, with 19 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 794 clients with $370M 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 | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees may be negotiable in certain situations. Third party manager fees range from 0.15% to 0.65% in addition to Oak Lane's advisory fee.
Fee Estimator
Location
1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT, 84014
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2023Other Business ActivitiesSells Insurance
Adam is involved in numerous business activities, including insurance sales, real estate, equipment rentals, and holding companies. He owns Wasatch Retirement Group LLC, which focuses on life insurance, retirement cash flow planning, fixed annuities, and Medicare insurance sales, and WRG Insurance LLC, an insurance producer entity.
Employment History
Current Registrations
Oak Lane Advisors
Previous Registrations
Arete Wealth Management, LLCBroker
Private Consulting Group, 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.