Apricus Wealth offers personalized investment advice and manages investment portfolios for individuals, families, and businesses. Apricus Wealth meets with clients to determine their investment objectives, risk tolerance, and other relevant information to develop a tailored strategy. Apricus Wealth monitors portfolio performance and rebalances portfolios as needed. Financial planning is offered but not charged separately.
Assets Under Management$340M
Clients100
Advisors4
Avg. per Client$3.4M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Minimum Annual Fee:$27,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum account size is generally $3 million, resulting in a minimum annual fee of $27,500. All account minimums and investment management fees charged by Apricus Wealth are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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