Joseph Elsasser is a CFP-designated registered investment advisor at Adaptive Advice, LLC, based in Omaha, NE, with 18 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 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 or other circumstances may be negotiable.
Fee Estimator
Location
444 Regency Parkway Drive, Suite 201, Omaha, NE, 68114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is the President and Partner of Covisum, LLC, a financial planning software company, dedicating nearly full-time hours to overseeing operations. He also serves as an insurance agent and an advisor to Secure Companies, Inc., spending minimal time on each.
Employment History
Current Registrations
Adaptive Advice, LLC
Previous Registrations
Sequent Planning, LLC
Brookstone Capital Management LLC
AXA Advisors, LLC
State Registrations3 states
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.