Assets Under Management
$1.2B
Number of Clients
967
Number of Advisors
12
Average Client AUM
$1.3M
AUM per Advisor
$102.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Apriem Advisors provides wealth management services to high-net-worth individuals and families, including financial planning and investment management. They also offer charitable and retirement plan services. Financial planning is offered as a fee-only service.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for amounts greater than $20,000,000.
19200 Von Karman Avenue, Suite 1050, Irvine, CA, 92612