Apeiron
Assets Under Management
$730.0M
Number of Clients
752
Number of Advisors
11
Avg. Portfolio per Client
$971K
Avg. Managed per Advisor
$66.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Apeiron RIA provides investment advice and financial planning services. This includes portfolio management tailored to individual client goals, retirement planning, legacy planning, college planning, and tax considerations. Apeiron RIA may use third-party money managers and unified managed accounts. Financial planning can be included in the asset management process or offered as a standalone service.
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $500K | 1.85% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.65% |
| $2M+ | 1.55% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningDivorce PlanningInsurance PlanningHigh Net WorthBusiness Owners
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Location
10000 North Central Expressway, Suite 700, Dallas, TX, 75231