Apple & Company, Inc. offers financial planning and investment advice. This includes advice on asset allocation, investment selection, retirement planning, tax planning, college funding, insurance, estate planning, employee benefits, and qualified plan subaccount analysis. Services can be comprehensive or limited. When managing assets, Apple uses a qualified custodian. Clients can choose to implement recommendations themselves if they don't want Apple to have authority to make trades.
Assets Under Management$55M
Clients87
Advisors1
Avg. per Client$630K
Avg. per Advisor$55M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...