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Thomas James Adams

Soltis Investment Advisors, LLC

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About Thomas James Adams

Thomas Adams is an Investment Advisor Representative associated with Soltis Investment Advisors, LLC. Thomas has been in the industry since January 2013. Thomas has passed the Uniform Investment Adviser Law Examination. Thomas is registered in California, Idaho, Nevada, and Utah. The firm provides advisory services for a variety of client types including corporations or other businesses, charitable organizations, individuals other than high-net-worth, high-net-worth individuals, and pension and profit-sharing plans. The firm's main office is located in ST. GEORGE, UT.

Firm Information

Thomas Adams is currently registered with Soltis Investment Advisors, LLC. Soltis Investment Advisors, LLC is a registered investment advisor headquartered in St. George, UT. The firm provides financial planning, pension consulting, and educational seminars. They also publish periodicals and select other advisors. Soltis Investment Advisors manages portfolios for individuals, businesses, and pooled investment vehicles. They manage over $6.8 billion in assets for 3,884 clients, primarily high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Soltis Investment Advisors, LLC

20 NORTH MAIN

ST. GEORGE, UT 84770

$6.82B

Assets Under Management

17

Total Clients

53

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Thomas Adams’s Registration & Firm History

UT

11/08/2013 - Present

Soltis Investment Advisors, LLC (ST. GEORGE UT)

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Licenses & Designations

IA

Issued 11/07/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas James Adams.
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