Apogee Wealth Advisors provides personalized investment management and financial planning services for individuals and high-net-worth clients. Apogee Wealth Advisors helps clients build customized portfolios, plan for retirement, manage taxes, and navigate estate planning. The firm also offers specialized retirement plan consulting services for businesses. Clients work directly with founder Kerri Kimball, who holds the Certified Financial Planner designation. Apogee Wealth Advisors operates with a legal requirement to put your best interests first and can manage your investments using authority to make trades without asking first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.70% |
Fees are negotiable based on historical relationships, asset types, and account composition. Cash positions are included in fee calculations unless negotiated otherwise.