Apella Capital, operating as Apella Wealth, offers comprehensive wealth management services including investment management, financial planning, and specialized equity and factor strategies. The firm constructs tailored portfolios using mutual funds, exchange-traded funds, and individual securities through programs like Apella Select. Apella Capital also provides held-away retirement account management and automated investment platforms. Clients include individuals, high-net-worth families, trusts, and retirement plans. The firm acts as a fiduciary, putting client interests first, and operates with a minimum account size of $500,000, though minimums may be waived.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual advisory fee for new client relationships is up to 1.50% of assets under management, with a maximum rate of 1.70% on certain acquired accounts. Fees are negotiable and use a tiered breakpoint structure depending on the agreement.
