Advanced Portfolio Strategies manages investment portfolios and offers financial planning and pension consulting services for individuals, high-net-worth clients, and businesses. The firm builds customized portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, real estate, options, and alternative investments such as hedge funds and private equity. Advanced Portfolio Strategies creates personalized investment policy statements to match each client's specific goals, risk tolerance, and time horizon. The firm also operates as a licensed insurance agency, allowing its team to offer insurance products alongside advisory services.
Assets Under Management$220M
Clients471
Advisors9
Avg. per Client$460K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.55% |
| $4M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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