American Portfolio Management, LLC is a registered investment advisor offering financial planning, asset management, and selection of other advisors. Financial planning involves analyzing a client's financial situation and objectives to create a plan. Asset management provides ongoing supervision of client accounts. They may recommend third-party investment advisors and share in the advisory fee.
Assets Under Management$5.7M
Clients4
AdvisorsN/A
Avg. per Client$1.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fee schedule is negotiable based on assets under management and complexity of the client's situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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