Charles Freeman's Contact Details

Charles Freeman's Company Details

AdaptFirst Investments

Greensboro, NC, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Are you a financial advisor looking for a higher payout, more flexibility, and freedom? AdaptFirst provides a low-cost advisory platform where you can run your business the way you want to run it. We provide services such as Billing, Trading, Compliance, Portfolio Accounting, Office 365, etc. But the key distinctions that separate AdaptFirst from other platforms are - 1. 80 - 99% Payout - Unlike other advisor platforms, we cap our fees so that AdaptFirst advisors get a higher payout as their AUM grows. 2. No production limits - Whether you are new in the business or transitioning out of the business, AdaptFirst will not pressure you to meet certain levels of productions like other firms will. 3. Freedom - AdaptFirst was started by advisors and advocate freedom, flexibility, and autonomy. There is no joint work requirement, nor buy list to push. Advisors can manage their practice the way they choose while leveraging our tools for support. Most advisors do not take the time to examine the other options available to them. By taking 5 minutes and doing the rough math, a change in platform could benefit your clients and your family.