Apsis Capital Management offers ongoing portfolio management services tailored to individual client goals, objectives, and risk tolerance. Apsis creates an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. Apsis typically recommends fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities, primarily long/short equity. Apsis requests authority to make trades without client permission for each transaction.
Assets Under Management$3M
Clients9
Advisors1
Avg. per Client$330K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Qualified clients can pay 1.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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