Bruce Bischoff is a registered investment advisor at Adams Wealth Advisors, based in Logan, UT, with 11 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 717 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Adams Wealth Management charges a fee based on a percentage of the value of your investments. This fee covers portfolio management, financial planning, and estate planning services. The specific percentage is negotiable and may vary from client to client. The fee is typically deducted directly from your account on a quarterly basis. For certain strategies (Fairway and Defined Funds), a performance-based fee of 20% of capital appreciation may also apply. AWM also offers performance-based models with fees collected monthly in arrears.
Location
701 S Main, Suite #400, Logan, UT, 84321
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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.
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Bruce leases farmland through Hey Farm, LLC, since 2021. This non-investment related activity requires minimal time and is not compensated.
Employment History
Current Registrations
Adams Wealth Advisors
Cachetech
Previous Registrations
Orion Portfolio Solutions, LLC
Brinker Capital Securities, LLCBroker
Orion Portfolio Solutions, LLC
Cls Investments, LLC
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.