Appletree Financial Services offers comprehensive financial planning and investment management services to individuals, high net-worth families, businesses, and retirement plans. The firm builds personalized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and outside investment managers. Appletree Financial Services operates on a fee-only model, meaning compensation comes solely from client fees rather than commissions on products. In addition to managing investments, Appletree Financial Services provides holistic financial planning covering retirement projections, tax strategies, estate planning, cash flow and debt management, college savings, employee benefits, and business consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Clients with less than $500,000 in assets pay a flat annual fee of $10,000 for investment management. Fees are negotiable.