Adam Bold is the founder of The Mutual Fund Store, an investment advisory firm with more than 60 locations across the country and over $4 billion in assets as of July 2008. Bold founded the company with a vision of becoming a premier, independent, fee-based investment advisory and asset management services firm. After spending a number of years in the commission-based, broker-dealer side of the financial services industry, Adam’s vision included a move to a fee-based, advisor-client relationship model where investment decisions and recommendations would be made strictly with clients’ best interests in mind.

Being an independent fee-based investment advisory means TMFS clients have peace of mind from knowing the company has not entered into ‘preferred relationships’ with any mutual fund company and will not derive any income specific to an agreement which pays them for utilizing that company’s funds. Instead, our screening process for identifying mutual funds that TMFS advisors utilize in client portfolios includes a heavy emphasis on identifying managers whose funds’ have generated strong, consistent performance over extended periods of time. Also, because TMFS advisors are paid a small percentage fee of their clients’ total assets under management, they are motivated with their clients to see portfolio values increase. TMFS advisors collect no other fees or commissions and are bound by ongoing fiduciary duty to keep their clients’ best interests in mind as they manage investment accounts on their behalf.

For many years, most fee-based investment advisors typically catered only to the very wealthy while individuals with smaller amounts of investment assets managed money on their own or relied on commission-based, brokerage relationships which may not always favor clients. Many fee-based, investment advisors operate with minimum account balances of $1 to 2 million or more. Typical clients of The Mutual Fund Store open investment accounts with as little as $50,000.

Come see our new location and talk to Mark Rogan about your financial needs. We're located at 664 Long Point Road, Suite F. CallMarkat (843) 216-1222 to make an appointment, or listen to our radio program on 94.3 FM every Saturday at 10am.