APS Management Group offers portfolio management tailored to individual client goals, pension consulting for employee benefit plans, and financial planning covering investments, insurance, taxes, retirement, college, and debt. APS Management Group may direct clients to third-party investment advisors. They have a relationship with UPTIQ, an internet-based lending platform.
Assets Under Management$160M
Clients372
Advisors9
Avg. per Client$430K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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. AMGI may also utilize a blended rate for clients that intend to increase assets in the future.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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