Aptus Capital Advisors offers investment management services through model portfolios, sub-advisory services, and exchange-traded funds. For individual clients, Aptus provides traditional portfolio management tailored to their goals, risk tolerance, and investment timeline. Aptus also offers financial planning services alongside portfolio management, covering cash flow, retirement, and insurance. Aptus manages investments on a discretionary basis, but clients can impose written restrictions. Aptus also provides retirement plan consulting services to Plans and Plan Fiduciaries.
Fee Structure
Aptus Capital Advisors typically starts its fees at 0.50% of the value of your portfolio for investment management services. However, Aptus may adjust or negotiate these fees if they deem it appropriate. The management fee is calculated and billed monthly or quarterly, based on the total market value of the assets under management.