Appalachian Capital Management provides investment advice tailored to individual client needs. They offer discretionary portfolio management, developing strategies based on client objectives and risk tolerance. They primarily advise on exchange-traded funds and mutual funds, monitoring portfolio performance and rebalancing as needed. A minimum relationship size of $250,000 is required, but it is waived for IRA and Roth IRA accounts.
Assets Under Management$180M
Clients358
Advisors1
Avg. per Client$490K
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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