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
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 →Other Business ActivitiesSells Insurance
Norikazu is the owner of Angel Marketing, LLC, which sells group health benefits to businesses. He also works with various brokerages selling non-NYL, non-registered products.