Aprio Wealth Management (Aprio WM) offers investment advice tailored to clients' goals. They manage accounts with stocks, bonds, mutual funds, and ETFs. Aprio WM also provides non-discretionary advice to retirement plan sponsors. Basic financial planning is included with investment management, and more complex planning is available separately. Aprio WM may offer clients opportunities to invest in private investments through alternative platforms.
Assets Under Management$2.6B
Clients946
Advisors33
Avg. per Client$2.8M
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for assets over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
33 Advisors at this firm
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