AC
AC

Adam Christopher Carr

7 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
13 clients
Average Client Portfolio
$135K average
Assets Under Management
$1.8M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M+0.75%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

44 Cook Street Suite 100, Denver, CO, 80206

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Cornbelt Financial, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Cornbelt Financial, LLC
January 2021 - December 2023 · 2 yrs 11 mos
Cornbelt Financial, LLC
December 2018 - December 2020 · 2 yrs
Jfthompson Wealth Management
February 2018 - December 2018 · 10 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Adam Christopher Carr - Financial Advisor | TrueAdvisor