Advisor at Alexander Investment Services Co.
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Location
Harlan, KY 40831
Credentials
Series 63, Series 65
Industry experience
19 years
Drew Adams is a financial advisor with Alexander Investment Services Co. in Harlan, KY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Alexander Investment Services Co. since 2010. Outside of his advisory role, Adams serves as a board member for the Harlan County Economic Development Authority and Camp Blanton, a former Boy Scout camp. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm offers both advisory and brokerage services, emphasizing personalized investment agreements and regular client reviews, with a focus on client objectives and risk tolerance.
Based on Alexander Investment Services Co.
Based on Alexander Investment Services Co.
Based on Alexander Investment Services Co.
Independent account bookkeeping fee: $125 annually or up to 0.10% of AUM agreed with client
$0 - $500,000: 0.78% annually $500,000 - $1,000,000: 0.58% annually $1,000,000 - $5,000,000: 0.38% annually $5,000,000 - $7,500,000: 0.33% annually $7,500,000 - $15,000,000: 0.28% annually $15,000,000+: 0.23% annually
Brokerage services offered separately through affiliated FINRA Broker-Dealer; commissions and 12b-1 fees apply only to brokerage accounts, not advisory accounts
Hourly financial and retirement planning engagements at $300 per hour; Retainer Agreement billed at $200 per hour
Minimum fee: Retainer Agreement minimum fee $1,000 billed at $200 per hour Fee-only: Hourly financial and retirement planning engagements at $300 per hour; Retainer Agreement billed at $200 per hour with $1,000 minimum fee
Hendrickson Building Suite 207, P.O. Box 1728
Harlan, KY 40831
Kentucky
Alexander Investment Services, Co
2010 - Present (16 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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