Asia Pacific Financial Management Group provides investment advice, manages investments, and offers retirement and financial planning to individuals, retirement plans, trusts, estates, charities, and businesses. Asia Pacific allocates client assets among exchange-traded funds, mutual funds, and individual debt and equity securities. Asia Pacific works with clients to determine their risk tolerance, time horizon, and financial goals. Clients may make additions to and withdrawals from their account at any time.
Assets Under Management$290M
Clients1,433
Advisors4
Avg. per Client$200K
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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