AssuredPartners Investment Advisors (APIA) offers personalized investment management on a discretionary or non-discretionary basis. APIA creates tailored portfolios based on a client's financial situation, goals, and risk tolerance, using model portfolios or custom solutions. APIA also offers financial planning and consulting services covering investment planning, estate planning guidance, insurance, retirement planning, college planning, and cash flow planning. APIA may recommend third-party investment advisors.
Fee Structure
APIA's fee for managing your investments is a percentage of the value of your portfolio. This fee is negotiable, with a maximum of 2.5% per year. The exact percentage depends on the size of your portfolio, your household, the complexity of the advice, and the scope of the relationship. If APIA uses third-party investment advisors, the total fee is shared between APIA and the third-party advisor.