Apis Financial Group (AFG) manages investment portfolios based on clients' individual needs and goals. AFG also offers two financial planning packages: Foundation Service, a comprehensive financial analysis, and Point-in-Time Service, for specialized financial planning topics. AFG is fee-only and does not receive commissions from any financial product recommendations.
Assets Under Management$4.1M
Clients8
Advisors2
Avg. per Client$510K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Annual fees may be negotiable on a per client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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