Adapt Wealth Advisors offers personalized financial planning and investment advisory services. Financial planning covers retirement, education, estate, cash flow, tax, and insurance needs. Investment management is offered on a discretionary or non-discretionary basis, using mutual funds, ETFs, equities, bonds, REITs, and other securities. Adapt Wealth Advisors may recommend unaffiliated money managers. They also provide advisory services to qualified retirement plans.
Fee Structure
Adapt Wealth Advisors charges an annual advisory fee that is agreed upon with each client. The fee is based on a percentage of the value of your portfolio. The maximum fee is 2% per year. The fee is calculated based on the average daily value of your investments and is paid after the end of each month.