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
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
Christopher is an independent insurance agent for Apriem Insurance Services since 2003, spending minimal time advising on and selling insurance. He is also an independent health insurance agent for Solutions Financial since 2015, dedicating minimal time to this activity.