Assets Under Management
$93.4M
Number of Clients
72
Number of Advisors
1
Average Client AUM
$1.3M
AUM per Advisor
$93.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Apprise Wealth Management offers tailored advisory services based on individual client needs, including wealth management and financial planning & consulting. They focus on asset allocation, asset location, and emotional/behavioral aspects to develop effective investment plans. They require discretionary authority over client investments.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for portfolios with a mix of individual equities, mutual funds and/or ETFs above $5,000,001. Lower fees apply for portfolios with only mutual funds and/or ETFs.
MD, United States