Adam Lybarger
Adam Lybarger is a registered investment advisor at Andersen Wealth Management, based in Easton, MD, with 13 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 702 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Andersen Wealth Management's annual fee for managing your investments will not exceed 2.5% and will not be lower than 1%. The exact fee will be outlined in your advisory agreement. Fees are calculated based on the value of your account at the end of the previous quarter and are billed quarterly in advance. The fee is negotiable.
Location
6 West Dover Street, Easton, MD, 21601
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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 is a licensed insurance producer since 2013, selling accident and health or sickness insurance and life insurance. The filing does not specify the time commitment.
Employment History
Current Registrations
Andersen Wealth Management
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
PNC InvestmentsBroker
PNC Investments
Essex National Securities, LLC
Essex National Securities, 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.