Asset Positioning Services (APS) is a registered investment advisor that provides ongoing investment management. APS works with clients to understand their goals and risk tolerance to create a financial plan. APS uses a sub-advisor for day-to-day portfolio management but maintains the client relationship. APS may also recommend insurance and annuity products.
Assets Under Management$220K
Clients23
AdvisorsN/A
Avg. per Client$9.5K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1M+ | 1.75% |
Fees may be negotiable. The fee includes the sub-advisor fee of 0.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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