Asia Pacific Financial Management Group manages investment portfolios and provides personalized financial planning and retirement guidance for individuals, trusts, estates, charitable organizations, and business entities. Founded in 1993 and based in Hagatna, Guam, Asia Pacific builds diversified portfolios primarily using exchange-traded funds, mutual funds, and individual stocks and bonds. The firm tailors its services to each client's risk tolerance, time horizon, and goals, offering ongoing monitoring and periodic reviews. In addition to investment management, the team helps clients navigate retirement planning, education funding, cash flow management, and insurance reviews. Asia Pacific operates on a fee basis and acts in its clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees for accounts over $5,000,000 are negotiable.