Adaptive Financial Solutions (AFS) offers wealth management services, including financial planning and investment management. AFS develops financial plans covering net worth, cash flow, investments, retirement, estate planning, insurance, and taxes. Investment management includes asset allocation and ongoing management. AFS typically has authority to make trades without asking first. AFS also offers project-based financial planning for a fixed fee.
Assets Under Management$7.4M
Clients6
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$7.4M
Fee Structure
Planning is included in investment management
AFS charges a fixed annual fee of $7,000 for wealth management services, which includes both financial planning and investment management. This fee is reviewed and adjusted annually. AFS bills quarterly in advance.
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