Adam Stalnaker
Adam Stalnaker is a registered investment advisor at Private Client Services, LLC, based in Fairview Park, OH, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
22730 Fairview Center Dr, Suite# 150, Fairview Park, OH, 44126
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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 ARS Capital Inc., which in turn owns Rockport Wealth, LLC, an RIA firm, spending minimal time on books and records. He is also independently insurance licensed, selling life, disability, and long-term care insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Private Client Services, LLCBroker
Rockport Wealth Advisors
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
New England Securities Corporation
New England SecuritiesBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations16 states
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