A & P Wealth Management offers portfolio management and advisory consultations to individuals, high net worth individuals, charitable organizations, and other business entities. Services are tailored to each client's needs, goals, investment horizon, and risk tolerance. They offer both standard portfolio management and an active trading program with aggressive strategies.
Assets Under Management$28M
Clients58
Advisors2
Avg. per Client$490K
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable; however, the minimum fee applies. There is also an active trading program with a 3% annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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