AP Wealth Management offers financial planning and investment management services. Financial planning analyzes a client’s financial situation and provides recommendations to meet their goals. Investment advisory services are offered on a discretionary basis, using mutual funds, exchange traded funds, individual stocks and bonds, and other investments. AP Wealth Management also provides advisory services for qualified retirement plans. As a registered investment advisor, AP Wealth Management is legally required to act in clients' best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Investment advisory fees will not exceed 1.45% of the assets under advisement annually and are based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the advisor. These fee schedules, as well as our fees for advising on non-discretionary assets, are negotiable.