Apprise Wealth Management is a registered investment advisor founded in 2017 and based in Phoenix, Maryland. The firm manages investment portfolios and provides personalized financial planning and consulting services. Apprise Wealth Management builds tailored investment portfolios using a value-oriented approach, focusing on asset allocation, asset location, and individual client goals across equities, mutual funds, exchange-traded funds, fixed-income instruments, and options. The firm acts as a fiduciary, legally required to act in your best interest. Advisory services are led by Philip Weiss, who holds the Chartered Financial Analyst and Certified Public Accountant designations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Rates shown are for portfolios containing individual equities, mutual funds, and exchange-traded funds. Portfolios consisting solely of mutual funds and exchange-traded funds have lower rates: 1.10% up to $500K, 0.95% from $500K to $2M, and 0.75% from $2M to $5M. Fees for assets over $5,000,000 are negotiable.