API Financial Advisors creates custom investment portfolios and provides personalized financial planning for individuals and high net worth clients. The firm develops tailored strategies by evaluating your financial situation, risk tolerance, and long-term goals. Services include retirement planning, cash flow analysis, tax strategies, insurance reviews, and college savings analysis. API Financial Advisors uses third-party managers and model portfolios to oversee your investments, offering ongoing portfolio management and participant account management. The firm also assists with financial planning on an hourly basis and helps you navigate complex financial decisions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Management fee is negotiable and no more than 1.95% annually. Clients also pay a 0.10% asset-based fee for trading costs.