Adaptation Financial offers investment and wealth management, financial planning, and consulting services. They evaluate clients' financial situations and create investment plans to meet their goals. They manage investment portfolios and offer comprehensive financial planning, considering all aspects of a client's financial life. They may recommend variable annuities and assist with 529 plans. Adaptation Financial also uses third-party investment advisors and offers retirement plan consulting services.
Assets Under Management$220M
Clients674
Advisors4
Avg. per Client$320K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$40K
Planning is included in investment management (also available separately)
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% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...