Quincey Bernard is a registered investment advisor at Adamsbrown Wealth Consultants LLC, based in Wichita, KS, with 4 years of industry experience. Quincey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,943 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdamsBrown's wealth management fees are based on the value of your investments and range from 0.50% to 1.525% per year, paid quarterly. The exact fee depends on the complexity of your situation, whether you use financial planning services, the amount of assets managed, and your overall relationship with AdamsBrown. Fees may be negotiable.
Location
358 N Main Street, Suite 100, Wichita, KS, 67202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Adamsbrown Wealth Consultants LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
TD Ameritrade, INC.Broker
State Registrations1 state
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