Brian Apple Retirement Planning offers comprehensive financial planning and investment management services for individuals and families, with a specialized focus on tax and Social Security integration. Brian Apple Retirement Planning helps clients navigate complex tax scenarios, budget cash flow, manage risk, and plan for retirement. For investment management, Brian Apple Retirement Planning builds customized portfolios using model portfolios through platforms like Altruist, tailoring asset allocation to each client's time horizon and risk tolerance. The firm primarily serves pre-retirees and retirees.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Management fee is 1.35% annually and is negotiable. Platform fees ranging from 0% to 1.00% may apply.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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