Adaptive Wealth provides investment management and financial planning to individuals, businesses, trusts, and other entities. They use computer-driven strategies to manage investments, allocating assets based on your risk tolerance. While the firm uses a formula to determine your initial asset allocation, they can tailor the strategy to your specific needs. They do not forecast future market trends.
Assets Under Management$3.3M
Clients9
Advisors1
Avg. per Client$370K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M+ | 0.89% |
Clients with over $1,100,000 or who are 'Qualified Clients' can opt for performance-based fees. There is a $2,000 annual minimum fee for clients on the performance fee option.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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