Michael Chochon is a registered investment advisor at Adaptive Advice, LLC, based in Omaha, NE, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 18 clients with $8.3M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees, account minimums, and their applications to family members are negotiable at the firm's discretion. Immediate family accounts are aggregated for fee calculations.
Fee Estimator
Location
444 Regency Parkway Drive, Suite 201, Omaha, NE, 68114
Get directionsHistory
Regulatory History (2)
Financial
February 2017Financial
October 2016Other Business Activities
Michael is a co-founder of Prairiesmarts LLC, a financial risk tool provider, dedicating a few hours per week. He also serves as CFO for Proteome Laboratory LLC, a software application company studying proteins, spending minimal time on this activity.
Employment History
Current Registrations
Adaptive Advice, LLC
Previous Registrations
Sequent Planning, 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
More Advisors
- Joseph Elsasser, CFPAdaptive Advice, LLC
- Samantha Rathje, CFPBridges Investment Management INC
- Mark Wynegar, CFATributary Capital Management, LLC
- Ryan Beyel, CFPFirst Heartland Consultants, INC.
- Aaron Winters, CFPWealthplan Partners
- David Pezzella, CFPColumbia Management Investment Advisers, LLC