Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.55% |
| $4M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
APS Management Group charges fees for portfolio management, financial planning, and pension consulting. Financial planning fees are either fixed (between $1,000 and $50,000) or hourly (between $100 and $500). Educational seminars/workshops are offered for $15-$20 per session. Fees are generally negotiable. Clients are responsible for third-party fees such as custodian and brokerage fees. Pension consulting fees are tiered based on assets under management.
Areas of Practice
Advisor Information
Office location
3625 Del Amo Blvd, Suite 190, Torrance, CA, 90503
Get directionsRegulatory History (1)
Customer Dispute
April 2017Other Business ActivitiesSells Insurance
Daniel is a California registered insurance agent focusing on the sales of life, disability, and long-term care insurance. He also serves as Treasurer at Santa Monica Palisades Lodge #307, a non-profit fraternal order, dedicating a few hours per week to bookkeeping and managing bank accounts.