Apogee Wealth Partners provides investment advice and financial planning to individuals, high-net-worth individuals, pension plans, and charitable organizations. Apogee creates investment plans tailored to each client's goals and risk tolerance. Services include portfolio management, pension consulting for employee benefit plans, and financial planning covering investments, insurance, taxes, retirement, education, and debt management. Apogee does not participate in wrap fee programs.
Assets Under Management$86M
Clients86
Advisors2
Avg. per Client$1M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees are generally negotiable. For Alabama clients, the total annual fees charged to the client will not exceed industry standards maximum rate of 2.00% of their assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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