APS Advisors offers investment advisory services to individuals, high-net-worth individuals, and businesses. They provide comprehensive portfolio management through a wrap fee program and pension consulting services to employer plan sponsors. APS Advisors uses fundamental and technical analysis to formulate investment advice and employs long-term and short-term purchase strategies, as well as trading strategies.
Assets Under Management$200M
Clients557
Advisors2
Avg. per Client$350K
Avg. per Advisor$99M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
APS Advisors offers investment management through a wrap fee program. The fees for this program are detailed in a separate brochure. Clients also pay expenses charged by mutual funds or exchange-traded funds. Transaction fees may apply for trades executed in client accounts, but wrap fee clients do not incur these costs.
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