Adap Tax Financial offers financial planning, investment advice, tax preparation, and tax representation services to individuals, trusts, estates, corporations, non-profits, and other businesses. They manage investments, buying and selling exchange-traded funds, mutual funds, individual stocks, stock options, certificates of deposit, and government and municipal bonds. Financial planning covers retirement, college, real estate, estate, insurance, tax, small business, employee benefits, and stock options.
Assets Under Management$28M
Clients38
Advisors1
Avg. per Client$740K
Avg. per Advisor$28M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are cumulative based upon the schedule above. Minimum $50 per quarter per account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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