Advisor at Joel Adams and Associates Inc.
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Firm
Joel Adams and Associates Inc.
Location
Asheville, NC 28804
Credentials
Series 65
Industry experience
2 years
Chad Storck is a Series 65 licensed advisor at Joel Adams and Associates Inc. with two years of industry experience. Prior to joining Joel Adams and Associates, he worked for Storck CPA, P.C. for 14 years. Outside of his advisory role, he manages a commercial real estate property in Asheville, NC, overseeing building maintenance and tenant relations. Joel Adams and Associates Inc. provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, small businesses, and charitable organizations. The firm employs a primarily long-term investment approach using fundamental and technical analysis, managing about $282 million in discretionary assets across 268 client relationships.
Based on Joel Adams and Associates Inc.
Based on Joel Adams and Associates Inc.
Fixed fees for financial planning services negotiated based on expected hours.
$0+: 0.75% to 1.25% annually (wealth management services, negotiable, based on various factors) $0+: 0.50% to 1.00% annually (retirement plan advisory services, negotiable, based on size and scope)
$200 to $500 per hour (financial planning services)
Account minimum: $500,000 Fee-only: Wealth management fees based on AUM; hourly fees $200 to $500 per hour for financial planning; fixed fees for financial planning negotiated based on expected hours; fixed quarterly fees possible for retirement plan advisory services.
545 Merrimon Avenue
Asheville, NC 28804
North Carolina
Joel Adams and Associates, Inc.
2023 - Present (3 years)
Storck CPA, P.C.
2023 - 2024 (1 year)
Storck CPA, P.C.
2009 - 2023 (14 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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