Apriem Advisors provides wealth management services, including financial planning and investment management, primarily to high-net-worth individuals and families. Apriem also offers financial planning services as a standalone, fee-only service. Apriem Retirement Plan Services provides investment-related services to retirement plans.
Assets Under Management$1.2B
Clients967
Advisors13
Avg. per Client$1.3M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 exceeding $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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