Adam Jorgensen is a registered investment advisor at Capital Markets Iq, LLC, based in Palm Beach Gardens, FL, with 16 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 827 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Markets IQ charges a percentage of your portfolio annually, typically ranging from 0% to 2.80%, billed quarterly. The fee can be calculated based on the portfolio's value at the end of the quarter or the average balance during the quarter. Some clients may have negotiated a tiered fee schedule where the percentage decreases as the portfolio value increases. International clients may incur a one-time set-up fee and have a minimum annual fee.
Location
4440 PGA Blvd., Suite 600, Palm Beach Gardens, FL, 33410
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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 ActivitiesSells Insurance
Adam owns Veracity Financial Services and is a member, vice president, and investment advisor since 2012. He also owns Veracity Advisers LLC, focusing on fixed insurance sales and business valuations, and spends about 10-20% of his time on this, plus another 30% of his time on CPA team-based model services.
Employment History
Current Registrations
Capital Markets Iq, LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Commonwealth Financial NetworkBroker
The O.N. Equity Sales CompanyBroker
Metlife Securities INC.Broker
State Registrations7 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.