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.
10 South Main Street, Suite 104, Topsfield, MA, 01983
Get directions