Mark Adams
Mark Adams is a CFP-designated registered investment advisor at Dbs Investment Advisers, LLC, based in Bloomington, IN, with 11 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 591 clients with $280M 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 $1000K | 1.25% |
| $1.0M - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable. Discounted fee schedule available to members of the Michigan Dental Association (MDA): $0 - $3,500,000: 0.90%, $3,500,001 - $5,000,000: 0.80%, $5,000,001 - $10,000,000: 0.70%, $10,000,001 - $20,000,000: 0.60%, Over $20,000,001: 0.50%
Fee Estimator
Location
Bloomington, IN
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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
Mark sells non-variable insurance products, including fixed life, fixed annuities, and health insurance. He also owns rental property through Doodledog, LLC and is a board member of Sycamore Land Trust.
Employment History
Current Registrations
Dbs Investment Advisers, LLC
Previous Registrations
Thrivent Advisor Network, LLC
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations1 state
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.