Assets Under Management
$2.6B
Number of Clients
946
Number of Advisors
31
Average Client AUM
$2.8M
AUM per Advisor
$85.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Aprio Wealth Management offers tailored investment advice, including stocks, bonds, mutual funds, and ETFs. They also provide non-discretionary advice to plan sponsors and financial planning services covering financial position, investment planning, protection, retirement, charitable, and estate planning. Clients may invest in private investments through alternative platforms.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for assets over $10 million are negotiated, using the previous tier's fee percentage as a starting point.
2002 Summit Boulevard, Suite 120, Atlanta, GA, 30319