APPS Wealth Management refers clients to third-party money managers (TPMs). APPS gathers information about your financial situation and objectives and makes recommendations regarding the suitability of a TPM. APPS monitors the performance of the TPM to ensure their performance and investment style remains aligned with your investment goals and objectives. APPS also holds seminars and workshops to educate the public on different types of investments and the different services they offer.
Fee Structure
APPS Wealth Management does not directly manage client money. Instead, they refer clients to third-party money managers and receive a portion of the advisory fee paid to the third-party manager. You will not pay additional advisory fees to the third-party manager for these services.