Apple & Associates offers financial planning on an as-needed basis, covering investment, tax, estate, retirement, and insurance planning. They also provide investment management services to individuals, trusts, and small businesses, tailoring investment strategies to client goals and risk tolerance. Clients can set reasonable restrictions on investment types.
Assets Under Management$140M
Clients247
Advisors3
Avg. per Client$560K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for assets over $10 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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