AdamsBrown Wealth Consultants provides wealth management services to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and charitable organizations. AdamsBrown offers investment management using ETFs, mutual funds, and individual securities, along with financial planning services covering areas like retirement, education, and insurance needs. AdamsBrown may also select other advisors to manage client accounts.
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.