Apella Capital offers investment management, held away portfolio advice, sub-advisory services, and financial planning. Apella also offers an automated investment platform called Apella Ascent. Apella's services include reviewing client portfolios, assessing investment needs, developing asset allocation strategies, and ongoing monitoring. Apella does not provide tax or legal advice, but tax services may be provided through an affiliated entity.
Fee Structure
Apella Capital offers investment management services for an annual fee based on the amount of assets managed. The maximum annual fee is 1.5%. There is a minimum account size of $500,000, but this may be waived at Apella's discretion. Apella Select clients are charged an additional fee of up to 0.25% for portfolio management services, and an additional 0.05% for tax overlay services. Apella Ascent clients pay 0.50% of assets under management.
