APM Wealth offers investment management and financial planning services tailored to clients' needs. The firm primarily serves physicians in anesthesiology and pain management. Services include investment management, personal CFO services (financial planning and investment management), hourly consulting, educational seminars, pension consulting, and business consulting. APM Wealth uses model portfolios of ETFs and mutual funds, and may use individual securities in some cases. Clients grant APM discretionary authority to manage their accounts.
Assets Under Management$33M
Clients72
Advisors2
Avg. per Client$460K
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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