APS Wealth Management provides investment advice and consulting to individuals, high net worth individuals, trusts, estates, corporations, business entities, and employer-sponsored retirement plans. APSWM offers investment management services on a discretionary or non-discretionary basis, allocating client assets among mutual funds, ETFs, individual debt and equity securities, and independent investment managers. APSWM tailors its advisory services to meet the needs of its individual clients and seeks to ensure that client portfolios are managed in a manner consistent with those needs and objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees are negotiable above $4,000,000. For clients having a prior relationship with the Firm or its representatives, the Firm may alternatively negotiate a fixed percentage asset-based fee for the investment management services that may be lower than the fee percentage compared to the blended fee schedule.