April Asset Management offers both discretionary and non-discretionary portfolio management, helping clients build and maintain diversified investments tailored to their personal risk tolerance and goals. April Asset Management focuses on U.S. equities, exchange-traded funds, certificates of deposit, and bonds, while also providing support for annuities, 529 plans, and retirement accounts. In addition to investment management, April Asset Management offers financial planning services either as a standalone service or alongside portfolio management. The firm serves individuals, high-net-worth individuals, and business owners.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on each client's characteristics and may be waived or reduced for employees and family members.