Adam Koson is a registered investment advisor at Silver Oak Securities, INC., based in Knoxville, TN, with 6 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, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
9729 Cogdill Rd., Ste. 104, Knoxville, TN, 37932
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Regulatory History (2)
Financial
February 2025Financial
November 2024Other Business Activities
Adam is self-employed, mining Bitcoin as a hobby since 2021, which generates passive income and requires minimal time. He also works as a driver for Uber on weekends, dedicating about 10-20% of his time.
Employment History
Current Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Ssn Advisory, INC.
Securities Service Network, 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.