Apis Wealth offers financial planning and investment management services. Financial planning includes cash flow, retirement, insurance, portfolio, education savings, and estate analysis. Investment management is primarily discretionary, investing in equities, mutual funds, ETFs, and bonds. Apis Wealth tailors advice to client needs and monitors portfolios continuously.
Assets Under Management$48M
Clients39
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Portfolio management fees may be negotiable depending on factors such as the amount of assets under management, the range of investments, and the complexity of the client’s financial circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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