Adaptive Advisory, LLC is a registered investment advisor based in Olathe, Kansas. The firm provides ongoing portfolio management tailored to each client's individual goals, risk tolerance, and time horizon. Investment management services include creating a personalized investment policy, asset allocation, asset selection, and regular portfolio monitoring, primarily utilizing fixed income securities, real estate funds, equities, and exchange-traded funds. Adaptive Advisory also offers financial planning services covering retirement, investment strategies, life insurance needs, college savings, and debt management. These planning services are available on an ongoing monthly or quarterly retainer basis, or as one-time project-based engagements. The firm generally requires a minimum investment of $50,000 for portfolio management unless the client enters into an ongoing financial planning agreement, which waives the asset minimum.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.10% |
| $100K - $1.0M | 0.95% |
| $1M+ | 0.85% |
Fees are generally non-negotiable. Minimum annual fee of $396 applies.