Advanced Portfolio Services LLC (APS) provides portfolio management services to individuals, high net worth individuals, family offices, trusts, estates, corporations, and other entities on a discretionary basis. APS may also offer consultation services to assist clients in addressing a financial or business issue. APS primarily invests client portfolios in U.S. Domestic or Foreign Exchange-listed products. APS acts as a fiduciary to clients.
Assets Under Management$2.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable and may result in a fixed dollar billing.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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