Mitchell Moncur is a registered investment advisor at Adams Wealth Advisors, based in Logan, UT, with 10 years of industry experience. Mitchell 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.
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Mitchell is a manager at Jones Simkins CPA Firm since 2004, dedicating nearly full-time hours. He also owns Teton Wasatch Ski Co., an online ski retailer, spending minimal time on it.
Employment History
Current Registrations
Adams Wealth Advisors
Previous Registrations
Allegis Investment Advisors, LLC
State Registrations1 state
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