Apriem Advisors is a registered investment advisor headquartered in Irvine, California, providing wealth management, customized investment portfolios, financial planning, estate planning, and retirement plan services. Founded in 1998, the firm primarily serves high-net-worth and ultra-high-net-worth individuals, families, charitable organizations, and retirement plans. Apriem Advisors builds tailored portfolios utilizing a mix of equities, fixed-income securities, exchange-traded funds, mutual funds, and alternative investments. The firm emphasizes a holistic approach to wealth management, combining investment management with advanced financial and estate planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable for accounts over $20,000,000. Alternative strategies such as enhanced cash management and direct indexing involve additional third-party subadvisor fees ranging from 0.10% to 0.25%.