Introducing Adhesion Essentials
Ready-to-Use Portfolios with No Platform Fees*
Designed for advisors who want to simplify portfolio management and reduce client costs, Adhesion Essentials provides ready-to-use ETF, mutual fund, and equity separately managed account (SMA) models from leading strategists with no platform fees.
Key Benefits
Efficiency & Scale
Utilizing ready-to-use models for less complicated portfolios gives advisors more capacity to serve clients and drive practice growth.
High-Quality Strategist Lineup
Access to a differentiated lineup of strategists and models with continued expansion over time.
Zero Platform Fees
No platform fee structure is designed to lower all-in portfolio costs, while providing a comprehensive, institutional-quality portfolio solution.
Available Strategists
AssetMark Asset Management
Professionally managed, cost-effective strategies designed to serve as the building blocks of a sophisticated portfolio.
Innovator Capital
Specialists in defined outcome ETFs, with potential for downside protection and structured upside participation.
WisdomTree
Provides fundamentally weighted factor-based ETF investing with global diversification.
Zacks Investment Management
Data-driven ETF and hybrid models (ETFs & stocks) powered by proprietary earnings research and disciplined quantitative rankings.
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Important Information
*Accounts invested in Adhesion Essentials are not subject to Adhesion platform fees, however accounts are subject to advisor management fees, fund fees, applicable product (model manager) fees, and transaction fees charged by custodians as applicable.
Investing involves risk, including the possible loss of principal.
Past performance does not guarantee future results.
For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure and applicable Fund Prospectus. Please read them carefully before investing. For a copy, please contact Adhesion.
Adhesion receives a fee from Wisdom Tree, Innovator, Zacks Investment Management for maintaining these models.
For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure, and applicable fund prospectus. Please read it carefully before investing. For a copy, please contact Adhesion.
Accounts invested in the Essentials Program are not subject to Adhesion overlay portfolio management fees, however, accounts are subject to fund fees, applicable model fees, and transaction fees charged by custodians as applicable.
Adhesion Wealth Advisor Solutions (“Adhesion”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Adhesion is an affiliate of AssetMark, Inc., an investment adviser registered with the SEC.
WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. Innovator ETFs® are distributed by Foreside Financial Services, LLC.
Zacks Investment Management, Inc. is a wholly owned subsidiary of Zacks Investment Research.
WisdomTree, Innovator ETFs, Zacks Investment Research, and Adhesion are separate and unaffiliated companies.
Each party is responsible for their own content and services.
©2026 Adhesion Wealth Advisor Solutions. All rights reserved
8818449.1 | 06/2026 | EXP 06/30/2028