AKPride Financial Services offers investment management, financial planning, and retirement plan consulting to individuals, high-net-worth individuals, families, business owners, and corporations. AKPride tailors its services to each client's needs, considering their financial situation, goals, and risk tolerance. AKPride uses Orion Portfolio Solutions for back-office and advisory services and may engage third-party investment strategists.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
For clients with over $10,000,001 in assets, the annual fee is a flat fee per year, which is determined for each individual client based on various factors. Orion Portfolio Solutions and third-party strategists also charge fees, but the total fees charged by AKPride, Orion, and/or the third-party strategists will not exceed 3.0% per year. The investment management fee is negotiable.