Adaptive Wealth Engineering is an investment advisory firm based in Las Vegas, Nevada, providing personalized portfolio management and financial planning services. The firm follows an evidence-based investment philosophy grounded in academic research, focusing on low-cost, tax-efficient portfolios with global stock diversification and risk management through fixed income. Adaptive Wealth Engineering crafts customized investment strategies based on each client's specific goals, time horizon, risk tolerance, and liquidity needs. In addition to managing investments, the firm offers comprehensive financial planning covering personal cash flow, taxes, retirement, insurance, and estate strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
Fees and account minimums may be negotiable under certain circumstances. Subject to a minimum quarterly fee of $1,875.