APO Financial Services offers investment management on a discretionary basis, tailoring portfolios to individual client needs. They also provide financial planning and consulting services on a fixed or hourly fee basis, covering investment and non-investment related matters. APO may recommend legal or tax professionals but does not provide legal or accounting advice. Clients retain discretion over implementation decisions. APO may offer insurance products through affiliated agencies, which presents a conflict of interest.
Assets Under Management$110M
Clients518
Advisors4
Avg. per Client$210K
Avg. per Advisor$28M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
APO's investment advisory fee is negotiable at APO’s discretion, but generally ranges from negotiable up to 1.50%, depending upon various factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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