The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as host of The Mutual Fund Show® on a Kansas City radio station. The show quickly became an effective tool for communicating his message and philosophy to listeners. In 2000, Mr. Bold opened a second store in the St. Louis area. And when The Mutual Fund Show was also a great success in St. Louis, a business model was born. The Mutual Fund Show is distributed nationally on a weekly basis, airing in more than 65 markets as of December 1, 2012. The company’s target client base—America’s mainstream investors—typically has had limited access to independent, fee-based, full-service investment advice. At The Mutual Fund Store, advisors develop personalized investment plans for clients using no-load and load-waived mutual funds. Advisors at The Mutual Fund Store manage client investments using asset allocation and mutual fund recommendations from The Mutual Fund Research Center®, the research arm for all Mutual Fund Store advisors. Adam Bold serves as Chief Investment Officer of The Mutual Fund Research Center. No advisor or entity in The Mutual Fund Store system accepts commissions or incentives of any kind for utilizing any fund in client portfolios.
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Susan, a Retired School Teacher from New York
|Firm Start Year:||2012|
|Number of Years with Current Firm:||2|
|Firm's Number of Managed Clients:||8899|
|Assets Managed by Firm:||$2,376,245,321.07|
|Assets Managed by Advisor:||$91,142,198.57|
|Compensation & Fees|
|Fee Structure:||I am a Fee-Only financial professional|
|Compensation Methods:||Based on Assets|
Began his career in the financial services industry in 2001. Successfully completed the Series 7, 9, 10, 31 and 66 licenses administered by FINRA. Earned the distinction of Certified Fund Specialist (CFS®). B.S. degree from Kent State University. Resident of Olathe, KS. Married to Anne. They have one son, Ethan. Enjoys golf, fishing, motocross and travel.