Assets Under Management
$158.7M
Number of Clients
372
Number of Advisors
8
Average Client AUM
$427K
AUM per Advisor
$19.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
APS Management Group, Inc. offers portfolio management based on client goals, pension consulting services, and financial planning. They may direct clients to third-party investment advisers. They also have a relationship with UPTIQ, an internet-based lending platform.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.55% |
| $4M+ | 0.40% |
Fees are generally negotiable.
3625 Del Amo Blvd, Suite 190, Torrance, CA, 90503