Apprise Wealth Management (AWM) offers wealth management and financial planning & consulting services. AWM manages client portfolios based on their investment goals and objectives. AWM also offers financial planning & consulting services on a standalone basis, covering areas like investment planning, retirement planning, tax planning, and debt analysis. AWM requires discretionary authority over client investments.
Assets Under Management$110M
Clients76
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for accounts over $5,000,000. For portfolios with mutual funds and/or ETFs only: $0 to $500,000: 1.10% per year, $500,001 to $2,000,000: 0.95% per year, $2,000,001 to $5,000,000: 0.75% per year, $5,000,001 and above: Negotiable
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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