Dieter Scherer is a CFP-designated registered investment advisor at Adaptive Wealth, LLC, based in Charleston, SC, with 13 years of industry experience. Dieter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 9 clients with $3.3M 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 $1.5M | 1.00% |
| $1.5M+ | 0.89% |
Clients with over $1,100,000 or who are 'Qualified Clients' can opt for performance-based fees. There is a $2,000 annual minimum fee for clients on the performance fee option.
Fee Estimator
Location
Charleston, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Adaptive Wealth, LLC
Previous Registrations
Triton Wealth Management
State Registrations3 states
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