Adaptation Financial Advisors INC.
Assets Under Management
$217.1M
Number of Clients
674
Number of Advisors
3
Average Client AUM
$322K
AUM per Advisor
$72.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Adaptation Financial Advisors Inc. is a registered investment adviser providing individualized investment management, financial planning, and consulting services. They manage portfolios on a discretionary basis, investing in various asset classes. The firm aims for fair and equitable allocation of investment opportunities among clients.
Fee Structure
Adaptation Financial charges an annual wrap fee based on assets under management. The fee covers portfolio management, custodial, reporting, and clearing services. The fee is 1.00% for assets between $500,000 and $1,500,000, 0.85% for assets between $1,500,001 and $3,499,999, and 0.60% for assets $3,500,000 and above. Fees are billed quarterly in advance and deducted from the client's account. Advisory fees and account minimums may be negotiable in certain circumstances. We do not charge advisory fees on the balance of money market fund securities or other cash equivalents held within your portfolio.
Areas of Practice
Location
700 Cedar Lake Blvd, Oklahoma City, OK, 73114