Appian Way Financial provides financial planning services covering cash flow, debt management, education funding, retirement planning, risk management, estate, and tax planning. The firm also offers investment supervisory services, which include ongoing portfolio supervision. Appian Way Financial generally provides investment supervisory services on a discretionary basis.
Assets Under Management$120M
Clients100
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Investment supervisory services accounts may be aggregated for the benefit of discounting your asset-based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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