Adam Apt
Adam Apt is a CFA-designated registered investment advisor at Peabody River Asset Management, LLC, based in Cambridge, MA, with 19 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 10 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Rates shown are for individuals. Not-for-profit organizations receive an eleemosynary discount starting at 0.80%. Held-away accounts are charged 0.75% up to $5,000,000. Bond ladders are charged an additional 0.10% per year. Fees may be negotiable in highly exceptional circumstances.
Fee Estimator
Location
Cambridge, MA
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Regulatory History (1)
Regulatory
February 2026Other Business Activities
Adam is the Vice President of Investment Analytics at LTSave, Inc., a company providing automated investment advice for retirement plans. He dedicates about a quarter of his time to this role, which involves designing and overseeing the automated advice system.
Employment History
Current Registrations
Peabody River Asset Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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