Apogee Trading, LLC (ATL) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. ATL creates an Investment Policy Statement for each client. ATL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities. ATL requests authority to make trades without asking first.
Assets Under Management$20M
Clients21
Advisors1
Avg. per Client$960K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable. The annual fee ranges from 0.75% to 1.5%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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