Advice & Planning Services (APS) provides ongoing portfolio management based on individual client goals and risk tolerance. APS creates investment plans and manages client portfolios with discretionary authority. APS also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. APS primarily recommends ETFs but may use other securities to diversify portfolios.
Assets Under Management$190M
Clients319
Advisors2
Avg. per Client$590K
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.05% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Account minimum of $100,000 for Portfolio Management, which may be waived.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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