Adaptive Asset Management (AAM) helps individuals and high-net-worth investors create and implement investment strategies. AAM primarily uses passively managed, broad-based equity and bond index funds. AAM will explore your investment goals, priorities, time horizon, and risk tolerance to determine the best asset allocation and security selection. AAM typically has the authority to make trades for you, but you retain control of disbursing assets.
Assets Under Management$4.2M
Clients6
AdvisorsN/A
Avg. per Client$700K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.50% |
This fee schedule is for equity investments. For fixed income investments, the fee is 0.50% on the first $1,000,000 and 0.30% on assets over $1,000,000. The fee schedule is negotiable and may be discounted.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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