Advisor at Adaptive Wealth, LLC
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Firm
Adaptive Wealth, LLC
Location
Gulfport, MS
Credentials
CFP®, Series 65
Industry experience
13 years
Dieter Scherer is a CFP® with 13 years of experience in the financial services industry. He is the sole advisor at Adaptive Wealth, LLC, an independent registered investment adviser based in Charleston, SC, where he has worked since 2013. Adaptive Wealth provides discretionary asset management and financial planning services to individuals, trusts, estates, and other client entities. The firm employs a formulaic, quantitative investment approach using proprietary algorithms and tactical asset-allocation models, combining technical, fundamental, and macroeconomic analysis with risk controls.
$0 - $1,499,999: 1.00% $1,500,000+: 0.89%
$200 per hour for financial planning
25% of the increase in net asset value above target account value, subject to high water mark; $2,000 annual minimum fee
Account minimum: $100,000 Minimum fee: $2,000 annual minimum fee for performance fee accounts Fee-only: Hourly financial planning fee of $200 per hour
Gulfport, MS
Maryland · South Carolina · Texas
Adaptive Wealth Solutions
2013 - Present (13 years)
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Other specialized services
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Verified by Warmer
Series 63, Series 65
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Inspired Financial Planners
Inspired Financial Planners is a virtual, fee-only financial planning firm in Gulfport, MS and Flat Rock, NC. We serve clients from Gen Z all the way through retirees. While we have clients in any stage of life, Tricia specializes in working with professionals with families, advising employer-sponsored retirement plans, and individuals that have inherited wealth. Tricia earned her chops as an intern at a large brokerage firm, mutual funds specialist, paraplanner, portfolio manager, and retirement plan consultant, before partnering with Germaine Weldon in 2019 to co-found Inspired Financial Planners. She is a Certified Financial Planner™ practitioner, a Certified Public Accountant, a Certified Student Loan Professional, and a Ramsey Solutions Master Financial Coach. Her greatest passion is helping young families advance toward financial independence and meeting their life goals. On the personal front, Tricia and her husband Nick find life balance by hiking, running, scuba diving, and chasing their toddlers. They welcomed their third daughter to the world in 2021.
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