AP Investment Management offers investment advice and financial planning to individuals, trusts, estates, pension plans, and businesses. Services include asset management, comprehensive wealth management (financial planning and investment management), and standalone financial planning. AP Investment Management tailors investment strategies to client needs and monitors portfolios regularly.
Assets Under Management$28M
Clients54
Advisors1
Avg. per Client$520K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee schedule is for Comprehensive Wealth Management. Asset Management fees are lower: 1.10% on first $1M, 1.00% from $1M-$2M, 0.90% from $2M-$5M, 0.70% above $5M. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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