Aperture Financial provides investment advice and financial planning consulting services. Investment advice includes reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Financial planning includes risk assessment, investment planning, estate planning, and financial organization. Aperture provides these services through its Investment Advisory Representatives to accounts opened with Aperture.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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