Affiliated Private Investors (API) is a financial advisor working with affluent individuals and families. API offers custom asset allocation, investment manager selection, private and direct investing, customized portfolios, and estate planning. API aims to optimize the total return of a client’s financial assets through diverse allocation while considering estate and tax planning.
Assets Under Management$490M
Clients30
AdvisorsN/A
Avg. per Client$16M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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