Advanced Portfolio Design is a fee-only firm that manages investments and provides financial planning. They focus on asset allocation and investment selection, considering clients' individual circumstances, tax issues, and cash flow needs. They work with people who want professional attention to their investments and help clients with retirement, cash flow, tax, estate, and protection planning. Wealth planning combines asset management and financial planning for a more efficient and effective approach.
Fee Structure
Advanced Portfolio Design manages your investments for a percentage of the assets they manage. The annual fee is negotiable and ranges between 0.6% and 1.2%, depending on the size and complexity of your account. The most typical range is 0.8% to 1.1%. Fees are calculated based on asset values at the end of each quarter and paid quarterly.