RC
RC

Remington Conte

2 Years of Experience
Las Vegas, NV

Remington Conte is a registered investment advisor at Adaptive Wealth Engineering, based in Las Vegas, NV, with 2 years of industry experience. Remington operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 113 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
113 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$214.0M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.60%
$250K - $500K1.20%
$500K - $1.0M0.90%
$1.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10.0M - $25.0M0.55%
$25.0M - $50.0M0.35%
$50M+0.25%

Fees and account minimums may be negotiable under certain circumstances. Subject to a minimum quarterly fee of $1,875.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

10091 Park Run Drive, #110, Las Vegas, NV, 89145

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Adaptive Wealth Engineering
March 2024 - Present · 2 yrs 7 mos
State Registrations3 states
CANVTX
Advisor

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
No exam information available for this advisor.
More Advisors