Adaptive Advisory offers portfolio management services tailored to individual client goals and risk tolerance. They create an Investment Policy Statement for each client. They also offer financial planning services, including retirement planning, college planning, and debt/credit planning, available on an ongoing or project basis. Adaptive Advisory primarily advises on fixed income securities, real estate funds, equities, and ETFs.
Assets Under Management$8.8M
Clients15
Advisors1
Avg. per Client$580K
Avg. per Advisor$8.8M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$396
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.10% |
| $100K - $1.0M | 0.95% |
| $1M+ | 0.85% |
Adaptive Advisory recommends Altruist Financial as a custodian and bills monthly based on the ending balance.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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