All-Pro Advisors LLC (APA) manages investment portfolios and offers financial planning services. APA works with clients to create personalized investment plans based on their goals and risk tolerance. Financial planning services include retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate planning. APA can also engage an outside manager to help manage a client’s account, upon client request.
Assets Under Management$55M
Clients116
Advisors1
Avg. per Client$470K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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