Advanced Planning Advisors Group (APAG) provides investment advice and financial planning. APAG uses a third-party manager, Gradient Investments, LLC (GI), for asset management. APAG helps clients choose suitable investment models based on their goals and risk tolerance. Financial planning is included at no additional cost for investment advisory clients. APAG also receives economic benefits from GI, which creates a conflict of interest.
Assets Under Management$120M
Clients219
Advisors2
Avg. per Client$540K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are for Strategic & Tactical, Allocation & Defined Outcome Portfolios and Private Wealth Portfolios. Preservation Portfolios are 1.00%. Client Directed Accounts have a flat annual fee of $300. APAG receives a portion of these fees from Gradient Investments.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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