ADEPT Benefits Solutions offers investment advisory services to group retirement plans, helping employers and employees make informed financial decisions. ADEPT assists with plan setup, fund recommendations, and education on retirement plan options. ADEPT focuses on small and mid-sized businesses and does not provide financial planning to individuals, limiting its advice to group retirement plan investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.85% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
For assets up to $250,000, there is a flat monthly fee of $400. For assets between $250,001 and $1,000,000, there is a flat monthly fee of $850.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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