Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
65 Memorial Drive, Suite C340, West Hartford, CT, 06107
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 Activities
Claire volunteers with the Orange County Financial Planning Association (FPA) chapter, leading the programs committee and providing pro bono financial planning and education. She dedicates minimal time to pro bono advice through meetings and webinars.