ApepA Advisors provides investment advice and manages investment portfolios for individuals and families. ApepA offers both discretionary and non-discretionary portfolio management. The firm also offers investment consulting services on an hourly or fixed-fee basis, including portfolio reviews, strategy analysis, and investment education. ApepA focuses on low-cost, diversified, index-based exchange traded funds.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees may be negotiable, adjusted, or waived at the advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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