Apricity Financial Planning provides financial planning and investment management services. Apricity Financial Planning works with clients to develop and implement financial plans, monitor progress, and make adjustments as needed. Investment management is offered to clients engaged in ongoing financial planning. Apricity Financial Planning also offers project-based financial planning services to address specific financial questions or issues. Seminars and speaking engagements are also offered.
Assets Under Management$1.2M
Clients6
Advisors1
Avg. per Client$190K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.75% |
| $250K - $500K | 0.50% |
| $500K+ | 0.25% |
Fees are negotiable. Investment management services are only offered to clients engaged in ongoing financial planning.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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