GC
PFS

Gina R. Chironis

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
68 advisors
Number of Clients
3,976 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.7B

Fee Structure

Minimum Investment:$500K
Financial Plan Fee:$1,000 - $25,000

Apella Capital, LLC charges fees based on a percentage of assets under management, with a maximum annual fee of 1.50%. They have a minimum account size of $500,000, but may waive this at their discretion. Financial planning services are offered for a fixed fee ranging from $1,000 to $25,000, depending on complexity. Fees may vary depending on when the client was introduced to Apella or which office location is servicing the client. Apella Ascent fees are .50% on assets under management.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation Planning
Loading...

Advisor Information

Office location

9110 Irvine Center Drive, Irvine, CA, 92618-4683

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Apella Wealth
April 2023 - Present · 2 yrs 9 mos
Previous Registrations
Clarity Wealth Management, INC.
April 2010 - April 2023 · 13 yrs
Genworth Financial Advisers Corporation
September 2009 - March 2010 · 6 mos
State Registrations3 states
CACTTX
Advisor
Exams
No exam information available for this advisor.