Adam Wert is a CFP-designated registered investment advisor at J.F. Williams CO., INC., based in Denver, CO, with 7 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 144 clients with $290M 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 $100K | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $7.5M | 0.40% |
| $7.5M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Fees are generally not negotiable, but J. F. Williams Co., Inc. retains the right to modify the fee schedule for specific clients under certain circumstances.
Fee Estimator
Contact
Adam Wert
Location
1120 Lincoln Street, Suite 1603, Denver, CO, 80203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
J.F. Williams CO., INC.
Previous Registrations
Iwp Wealth Management LLC
State Registrations2 states
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