Tristen Gadberry
Tristen Gadberry is a registered investment advisor at Adaptfirst Investments LLC, based in Ponte Vedra, FL, with 7 years of industry experience. Tristen 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, Investment Management, and 2 more. Their firm serves 572 clients with $83M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
Ponte Vedra, FL
Get directionsHistory
Regulatory History (1)
Regulatory
February 2023Other Business ActivitiesSells Insurance
Tristen is a real estate agent with Fathom Realty since 2020, spending a few hours per week on this activity. Tristen is also a life insurance agent for life, health, and fixed insurance plans, dedicating a few hours per week.
Employment History
Current Registrations
Adaptfirst Investments LLC
Previous Registrations
Trilogy Capital, INC.
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.