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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Jonathan Price is a financial advisor with Kovitz Investment Group Partners, LLC. Adam has been in the industry for 7 years and is registered to provide investment advice in Illinois. Adam is a Certified Financial Planner™ and specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Adam also provides financial planning, pension consulting, and educational seminars. Adam's previous experience includes working at Creative Planning, Grant Thornton LLP, and Strategic Wealth Partners.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
05/03/2024 - Present
Kovitz Investment Group Partners, LLC (Deerfield IL)
Active
Inactive
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