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 $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for amounts greater than $20,000,000.
Fee Estimator
Apriem Advisors charges an annual advisory fee based on a percentage of the managed portfolio's market value. For Wealth Management Services, the fee is 0.95% on the first $5 million, 0.75% on the next $5 million, and 0.50% on the next $10 million. Fees for amounts exceeding these thresholds are negotiable. For Charitable Services (non-profits), fees range from 0.50% to 0.30% depending on portfolio size. Retirement Plan Services have a flat fee of 0.75% with a minimum of $5,000. Financial planning services range from $1,000 to $10,000 depending on the complexity of the estate. Minimum relationship size is generally $500,000.
Areas of Practice
Advisor Information
Office location
19200 Von Karman Avenue, Suite 1050, Irvine, CA, 92612
Get directionsRegulatory History (2)
Employment Separation After Allegations
February 2002Customer Dispute
October 2001Other Business Activities
Benjamin serves on the board of directors for the CFA Society of Orange County and is the chairman of the investment committee, a role he has held since 2014. The filing does not specify the amount of time Benjamin dedicates to this activity.