Custom Model Solutions
Scale Portfolio Construction. Stay in Control.
Customize professionally managed model portfolios to fit your firm’s unique investment approach; with no platform fee,* integrated tax management, and trading and rebalancing handled entirely for you.
Custom Model Solutions (CMS) empower advisors to build tailored, cost-efficient investment strategies at scale, by collaborating directly with premier institutional asset managers.
Adhesion Wealth manages the ongoing trading and rebalancing, while Tax Management Services (powered by AssetMark) helps you maximize year-round tax savings for clients.
No Platform Fee*
Access custom model portfolios with no Adhesion platform fee, helping keep the solution cost-efficient
for your firm and your clients.
Institutional Expertise
Work directly with leading asset managers to shape models around your preferred managers, vehicles, allocations, and portfolio preferences.
Integrated Tax Management
Best-in-class tax management services are included to provide fully automated, daily tax optimization
and tax-efficient portfolio transitions for your clients’ accounts.
Execution at Scale
Adhesion powers implementation and administration at scale through our UMA technology, including complex multi-sleeve portfolios and ongoing trading and rebalancing.
Fidelity Institutional Wealth Adviser ℠
Adhesion has teamed up with Fidelity Institutional Wealth Adviser ℠ to deliver custom models that reflect your firm’s signature approach
Discover how Custom Model Solutions at Adhesion can help RIAs address several common problems.
Explore Custom Model Solutions at Adhesion Wealth.
Extend the value you bring to more clients with customized model portfolios, institutional investment expertise, and Adhesion’s trading, rebalancing, and tax management, all with no platform fee.
For more information on Custom Model Solutions, please call 1-888-295-8351 or email sales@adhesionwealth.com.
*Accounts invested in Custom Model Solutions 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.
The Fidelity Investment Logo is a registered service mark of FMR LLC. Used with permission.
Important Information
This is for informational purposes only, it is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.
Adhesion receives a fee from Fidelity Investments 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.
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.
Fidelity Investments and Adhesion Wealth Advisor Solutions are separate and unaffiliated companies. Each party is responsible for their own content and services.
“Fidelity Investments” and/or “Fidelity” refers collectively to FMR LLC, a U.S. company, and its subsidiaries, including but not limited to Fidelity Management & Research Company LLC (FMR) and FIWA.
©2026 Adhesion Wealth Advisor Solutions. All rights reserved.
9065101.1. | 08/2026 | EXP 08/31/2028
1279364.10