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Joel Adams AND Associates Inc.

Headquartered in ASHEVILLE, NC

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Firm Information

Joel Adams AND Associates Inc. is an Asheville, North Carolina-based investment advisor with approximately $282 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. They also provide selection of other advisors services.

Joel Adams AND Associates Inc.

545 MERRIMON AVENUE

ASHEVILLE, NC 28804

$282.10M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

JOEL ADAMS AND ASSOCIATES INC. has a total of 2 branch locations across the country.
location

ASHEVILLE, NC

location

New York, NY

Advisors at Joel Adams AND Associates Inc.

View All 2 Advisors
Unclaimed
Bray Creech

CFP®, RA

ASHEVILLE, NC

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Unclaimed
Chad Thomas Storck

RA

ASHEVILLE, NC

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Disclosures

There are no public disclosures for Joel Adams AND Associates Inc..

Frequently Asked Questions (9)

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