Aptus Capital Advisors provides a range of investment management services, specializing in portfolio management using specialized strategies, exchange-traded funds, and options overlays. Aptus Capital Advisors designs tailored portfolios based on each client's specific goals, risk tolerance, and investment horizon. The firm's approach focuses on participating in market gains while attempting to avoid major market drawdowns through a combination of fundamental and technical analysis. In addition to traditional portfolio management, Aptus Capital Advisors offers options overlay services—such as covered call income strategies, alternative cash management, and alternative credit lending—as well as retirement plan consulting and model portfolios for other registered investment advisors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Standard portfolio management fee initiates at 0.75% of assets under management and is negotiable. Options overlay services and exchange-traded funds involve additional fees.