APS Wealth Management, LLC provides investment management and advisory services to individuals, high-net-worth families, trusts, estates, and employer-sponsored retirement plans. The firm uses Modern Portfolio Theory and fundamental analysis to build personalized portfolios utilizing mutual funds, exchange-traded funds, individual securities, and independent managers across five risk models ranging from capital preservation to aggressive growth. APS Wealth Management also assists employer-sponsored retirement plans with fiduciary consulting services under federal retirement plan rules. The firm requires a minimum investment portfolio of $500,000 for individual investment management relationships.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees are negotiable for accounts over $4,000,000.