Aptus Wealth Management provides investment advice and portfolio management services. This includes reviewing client goals, recommending asset allocation strategies, and preparing written investment strategies. Aptus also offers financial planning consulting services, including risk assessment, investment planning, estate planning, and retirement planning. Aptus may use sub-advisers to manage client accounts.
Fee Structure
Aptus Wealth Management charges an annual fee based on the amount of your investments and the complexity of services provided, ranging from 0.50% to 1.25%. The fee is charged in advance each quarter. Consulting services are included in these fees, except in unique circumstances that may require a separate agreement for financial planning services. Sub-adviser fees range from 0.08% - 0.60% annually and are separate from Aptus Wealth Management's fees.