Adaptive Financial Consulting offers investment advice and manages investment portfolios for individuals, high-net-worth individuals, pension plans, and businesses. They create customized portfolios based on client goals and risk tolerance, using various investments like mutual funds and ETFs. Financial planning services are generally included for investment management clients, covering areas like retirement, taxes, and estate planning. Consulting services are also available for specific financial situations.
Assets Under Management$550M
Clients261
Advisors6
Avg. per Client$2.1M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.5M | 0.90% |
| $3.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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