Adaptive Financial Design (AFD) offers investment management using strategies tailored to client goals and risk tolerance. They also provide ongoing and project-based financial planning, covering areas like retirement, risk management, and college savings. AFD requires discretionary authority for investment management, allowing them to make trades without prior approval.
Assets Under Management$14M
Clients34
Advisors1
Avg. per Client$420K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Advisory fees are negotiable, at the firm's sole discretion depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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