Advisor at Addicus Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Addicus Advisory, LLC
Location
Tupelo, MS 38804
Credentials
CFP®, ChFC®, Series 63
Industry experience
26 years
Fixed fees for financial planning and consulting services range from $2,500 to $75,000, negotiable.
$0 - $3,000,000: 1.45% $3,000,001 - $10,000,000: 1.00% $10,000,001 - $25,000,000: 0.85% $25,000,001+: 0.75%
Insurance commissions earned by affiliated insurance agents are separate and in addition to advisory fees.
Performance-based fees charged only by affiliated private pooled investment vehicles (Funds), generally up to 20% of annual gross profits exceeding a watermark, available only to qualified clients.
Account minimum: No minimum dollar amount required to open and maintain an advisory account; however, firm may terminate accounts deemed too small to manage effectively.
Addicus Advisory, LLC
2015 - Present (11 years)
Addicus Risk Management, Llc
2012 - Present (14 years)
Addicus, Llc
2011 - Present (15 years)
INVEST Financial Corp.
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Tupelo, MS
Edward Jones
Series 66
Tupelo, MS
Merrill
William Enis serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With 21 years of investment experience, including 11 years at Merrill and 10 years in trust investments at SunTrust, he provides expertise in family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income planning. William holds a Bachelor's Degree from Mississippi State University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes creating personalized financial strategies tailored to clients' long-term goals and works closely with them one-on-one. In addition to his professional responsibilities, William participates in community volunteering and enjoys baseball, basketball, football, golfing, spending time with his family, traveling, and watching movies.
Series 63, Series 65
Tupelo, MS
Merrill
Thomas Boyd is an Associate Resident Director and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1990, focusing on providing personalized wealth management strategies designed to help clients pursue their long-term financial goals. Drawing on Merrill’s investment insights and the banking and lending solutions of Bank of America, he works one-on-one with clients to create flexible strategies tailored to evolving market conditions. Tom Boyd holds a bachelor's degree in Finance and Economics from Marshall University. He is a Personal Investment Advisor (PIA) and attributes his competitive and disciplined approach to his background as a student athlete on Marshall’s 1987 NCAA tournament basketball team and the 1988 NIT tournament team. Tom and his wife Holly reside in Tupelo, Mississippi, with their three children. He is also involved in community volunteering, reflecting the Merrill tradition of active participation in the communities served.
CFP®, Series 66
Tupelo, MS
Park Place Capital Corporation
Series 65
Tupelo, MS
Hardy Reed, LLC
Series 65
Tupelo, MS
Addicus Advisory, LLC
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