Adaptive Advice offers investment management and financial planning services to individuals, high net worth individuals, and families. As a legally required fiduciary, Adaptive Advice always puts clients' interests first. Investment management is offered on a discretionary basis, tailored to each client's objectives and risk tolerance. Financial planning covers cash flow, investments, asset protection, retirement, taxes, and estate planning. Adaptive Advice also sponsors free educational seminars.
Assets Under Management$8.3M
Clients18
Advisors2
Avg. per Client$460K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees, account minimums, and their applications to family or other circumstances may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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