Adaptation Financial Advisors Inc. offers personalized investment management, wealth management, and financial planning services to individuals, families, high-net-worth clients, business owners, and trusts. Adaptation Financial Advisors helps clients evaluate their overall financial situation and designs tailored investment strategies. Services include ongoing portfolio monitoring, discretionary and non-discretionary investment management, wrap fee programs, variable annuity and 529 plan management, third-party investment manager selection, and comprehensive financial planning covering retirement, estate, tax, and insurance needs. The firm operates as a branch office of Cambridge Investment Research and works with multiple institutional custodians.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.60% |
Fees are negotiable. WealthPort wrap program total annual fees shall not exceed 2.25%.