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Disclaimer:
The Mutual Fund Store® is a nationwide system of registered investment advisers which include affiliated companies and those which are independently owned and operated franchises. Individual stores are SEC or state registered investment advisers. Each Store can offer investment advisory services to prospective and existing clients in the state where the Store is located, while a number of Stores may also offer advisory services in nearby or other states. If you are a resident of a state that doesn’t have a Store, use this link to contact the Store nearest you for information about whether it offers investment advisory services in your state.
The Mutual Fund Research CenterTM, under the direction of its Chief Investment Officer and founder of The Mutual Fund Store®, Adam Bold, along with Director of Investment Strategy, Stacey Schreft, provides asset allocation and mutual fund recommendations as well as market and economic research to each Store in The Mutual Fund Store® organization and their advisors. This includes the Store which provides you with advisory services. The Mutual Fund Store® advisors provide independent, fee-based, investment advisory and asset management services which include developing and implementing customized portfolios for clients based on their unique financial situation and ability to tolerate risk associated with investments in securities. The Mutual Fund Research CenterTM produces and distributes a live radio show titled The Mutual Fund Show. Hosted by Adam Bold, The Mutual Fund Show is a nationally syndicated radio show dedicated to mutual fund investing. The Mutual Fund Show airs weekly in markets across the country where The Mutual Fund Store® also is located.
Adam Bold is founder of The Mutual Fund Store® and Chief Investment Officer of The Mutual Fund Research CenterTM which provides asset allocation and mutual fund recommendations as well as market and economic research to each Store in The Mutual Fund Store® organization and their advisors. This includes the Store which provides you with advisory services. Mr. Bold is also host of The Mutual Fund Show, a nationally syndicated radio show dedicated to mutual fund investing. The Mutual Fund Show airs weekly in markets across the country where The Mutual Fund Store® also is located.
Mutual Fund Media Center – Information is not considered a solicitation to buy or an offer to sell investment advice or products and is solely the opinion of those who submitted such opinions.
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Business Description |
The Mutual Fund Store® provides independent, fee-based, investment advisory and asset management services based on asset allocation models and mutual fund recommendations from Chairman and Chief Investment Officer Adam Bold. Customized portfolios are developed and implemented for clients based on their unique financial situation and ability to tolerate risk associated with investments in securities.
Listen to The Mutual Fund Show every Saturday at 10 a.m. on WSJS 600 AM & WSML 1200 AM! |
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General Information |
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| Name of Custodial Firm: |
Schwab
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| Years of Experience in Financial Services: |
12
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| Number of Years with Current Firm: |
3
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| I work with the following types of clients: |
Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations
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Education |
| Academic Background |
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1992 - 1996
James Madison University
Harrisonburg, VA
B.S., Business Administration |
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Services |
| Investment Types: |
Mutual Funds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Mutual Fund Counselor (CMFC), Chartered Mutual Fund Counselor (CMFC®)
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| Securities Licenses: |
Series 66, Series 24, Series 6
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Investment Advisor: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-only financial professional: |
Yes
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| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$50000
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| Compensation Methods: |
Based on Assets
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| Fee % Based on Assets: |
varies
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| Prepared By: |
Josh Hederick |
Frequently Asked Questions |
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| Q. |
What services do you provide? What are your specialties? |
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Our goal at The Mutual Fund Store® is to provide superior returns on a regular and recurring basis within the risk level appropriate to our clients’ unique situations. We are not trying to find the highest-performing fund from one year to the next; we attempt to identify funds whose managers have been able to deliver consistently strong returns on an annual basis. |
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What is your experience? How many clients do you currently manage? |
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Josh Hederick is a Certified Mutual Fund Counselor with over 12 years of experience as a Financial Advisor. He has previously worked at firms such as Merrill Lynch and State Farm. |
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What financial institution(s) do you represent? |
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The Mutual Fund Store® advisors provide independent, fee-based, investment advisory and asset management services based on asset allocation models and mutual fund recommendations from Chairman and Chief Investment Officer Adam Bold. We use Schwab Institutional as the custodian of our clients assets, and have no affiliations with mutual fund companies. |
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How do you charge for your services? |
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I am compensated on a fee-basis only. I receive no transaction commissions of any kind. |
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Do you provide a free initial consultation? |
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Yes, if you have at least $50,000 to invest, I can provide you a free review of your portfolio and a finacial plan based on your specific risk tolerance. |
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