Appleton Partners manages investment portfolios and offers financial planning through its Appleton Wealth Management (AWM) division. Appleton works with clients to understand their investment objectives, risk tolerance, and financial needs. Appleton specializes in municipal bond, taxable bond, and equity strategies, primarily using domestic fixed income securities, large cap equities, and exchange-traded funds. Appleton manages accounts on a discretionary basis, meaning they can make trades without asking clients first.
Assets Under Management$13B
Clients6,411
Advisors27
Avg. per Client$2.1M
Avg. per Advisor$500M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Minimum quarterly fee of $625. Fixed income accounts typically assessed a lower advisory fee than equity and balanced accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
27 Advisors at this firm
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