Adaptive Wealth Solutions, LLC
Adaptive Wealth Solutions, LLC (CRD# 171045) is a financial advisory firm headquartered in Stevensville, MD. They manage $2,138,751 in 12 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$178,229
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Dieter Scherer (CRD# 6016202) is an Investment Advisor Representative working at Adaptive Wealth Solutions, LLC in Chester, MD and has over 6 years of experience in the finance industry. Dieter Scherer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.