APIIS Wealth Management Corp. provides ongoing management of investment accounts through sub-advisers. APIIS works with clients to understand their investment goals and risk tolerance, then creates a customized portfolio. APIIS also offers financial consulting services on specific financial topics. APIIS does not directly manage client assets.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable. APIIS uses sub-advisers for portfolio management. The sub-adviser's fee is separate, but the total management fee will not exceed 3%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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