TrueAdvisor
TrueAdvisor
AS
AS

Adam Richard Slosar

Fifth Third Securities, INC.
18 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Fifth Third Securities, INC.
Compensation
Fee-Only (AUM)
Firm Size
858 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable and can be lower than the standard fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

6500 Dixie Highway, Clarkston, MI, 48346

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2011
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Fifth Third Securities, INC.
August 2011 - Present · 14 yrs 6 mos
Fifth Third Securities, INC.Broker
August 2011 - Present · 14 yrs 6 mos
Previous Registrations
Chase Investment Services CORP.
April 2009 - August 2011 · 2 yrs 4 mos
Chase Investment Services CORP.Broker
June 2007 - August 2011 · 4 yrs 2 mos
State Registrations14 states
AZCACOFLINMDMINCNVPASCTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.