APCM is an investment advisor providing investment management services since 1992. APCM manages active fixed income portfolios and balanced accounts using stock and bond index funds. APCM tailors portfolios to specific client needs, including cash flow management and equity-based asset allocation. APCM is independently owned and receives income only from client fees.
Assets Under Management$4.1B
Clients88
Advisors2
Avg. per Client$46M
Avg. per Advisor$2B
Fee Structure
Investment management only (planning not offered)
APCM's fees are based on the value of the assets they manage. The fees are negotiable depending on the size of the account.
Institutional balanced account fees are 1% or below. Institutional fixed income account fees are 0.50% or below.
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