Adage Investment Advisors manages investment portfolios for individuals, high net worth individuals, small businesses, and trusts. Adage uses stocks, bonds, mutual funds, and ETFs to construct portfolios based on client goals and risk tolerance. All assets are managed on a discretionary basis, meaning Adage makes trades without asking clients first. Clients have accounts at Charles Schwab.
Assets Under Management$14M
Clients6
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
For new client accounts opened after March 31, 2012. For managed bond accounts, the fee is 0.35% per year, or 0.25% per year for accounts with $10,000,000 or more.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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