Adaptive Wealth Management offers investment advice and manages client portfolios. They also provide financial planning services, including tax, insurance, retirement, and estate planning. AWM aims to understand your risk tolerance and financial objectives to create a tailored financial plan. Eric Amundson, the Managing Director, also sells securities and insurance products for commissions.
Assets Under Management$1.3M
Clients10
Advisors1
Avg. per Client$130K
Avg. per Advisor$1.3M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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