Apple Tree Asset Management provides financial planning, portfolio management, and qualified plan consulting services. Financial planning includes comprehensive plans and single-issue consulting. Portfolio management is customized based on client goals and risk tolerance, using proprietary model portfolios. Apple Tree also recommends and monitors third-party investment advisors. Tax preparation services are available to financial planning and investment management clients.
Assets Under Management$130M
Clients1,095
Advisors6
Avg. per Client$120K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.75% |
An administrative fee of 0.25% is charged in addition to the management fee. Management fee is negotiable based on the size of the account. The client may aggregate accounts to achieve a lower management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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