Aperture Financial manages investment portfolios and offers personalized financial planning for individuals and high-net-worth clients. Aperture Financial helps clients define their financial goals, recommends customized asset allocations across various investments like stocks, bonds, mutual funds, and annuities, and builds written investment strategies. Clients can place specific restrictions on their investments if desired. Additionally, Aperture Financial provides consulting services covering risk management, investment planning, and estate planning. Founded in 2023 and based in Clayton, Missouri, the firm is owned and operated by Devon Flushing.
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
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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