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How does the advisor help clients – Key Takeaways:
ADAPTIVE CAPITAL MANAGEMENT PARTNERS, LLC is a financial advisory firm that specializes in providing personalized wealth management solutions for its clients. With a team of experienced financial experts, the firm helps clients navigate the complexities of the financial world and achieve their financial goals.
Facts and Insights
ADAPTIVE CAPITAL MANAGEMENT PARTNERS, LLC has been in business since 2005, and has over $1 billion in assets under management. The firm is headquartered in New York City, with additional offices in various locations across the United States. As of 2021, the firm has a team of 25 advisors who are dedicated to providing excellent service to their clients.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1 billion | 25 |
Financial Services Offered
The services offered by ADAPTIVE CAPITAL MANAGEMENT PARTNERS, LLC include portfolio management, financial planning, retirement planning, estate planning, tax planning, and risk management. The firm also provides investment advice for individuals, businesses, and institutions.
Client Types
ADAPTIVE CAPITAL MANAGEMENT PARTNERS, LLC works with a variety of clients, including high-net-worth individuals, families, business owners, and institutions. The firm’s services are tailored to meet the specific needs of each client, ensuring that their financial goals and objectives are met.
Fees & Compensation
ADAPTIVE CAPITAL MANAGEMENT PARTNERS, LLC operates on a fee-only basis, which means that they do not earn commissions or other compensation from the sale of investments. Instead, they charge a percentage of assets under management as their fee, ensuring that their interests are aligned with those of their clients.
Background
ADAPTIVE CAPITAL MANAGEMENT PARTNERS, LLC was founded with the goal of providing top-notch financial services to its clients. The firm’s team of advisors has a wealth of experience and knowledge in the financial industry, allowing them to offer expert advice and guidance to their clients.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor (RIA), ADAPTIVE CAPITAL MANAGEMENT PARTNERS, LLC is held to a fiduciary standard, which means they are required to always act in the best interests of their clients. The firm also has a clean record with no disciplinary actions or regulatory sanctions.