AdaptFirst Investments provides ongoing portfolio management based on individual client goals and risk tolerance. They also offer consulting services by the hour on topics like investment analysis, retirement planning, and college planning. Additionally, they provide financial coaching to help clients with budgeting and saving. AdaptFirst also offers outsourced CIO services and CFO services to other financial advisors.
Assets Under Management$83M
Clients572
Advisors12
Avg. per Client$140K
Avg. per Advisor$6.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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