APIIS Wealth Management Corp. provides portfolio management and financial consulting for individuals, high-net-worth clients, businesses, and retirement plans. The firm designs customized portfolios using third-party money managers and tactical asset allocation strategies. APIIS Wealth Management Corp. also offers retirement plan consulting and project-based financial consulting on specific topics. The firm operates with a focus on personalized investment strategies while utilizing qualified custodians like Charles Schwab for asset safekeeping. Additionally, the team offers insurance products through separate business entities, creating a potential conflict of interest that is mitigated through transparent disclosure and client choice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00% and is negotiable. This fee is separate from any sub-adviser management fees.