Apriem Advisors
Assets Under Management
$1.2B
Number of Clients
967
Number of Advisors
12
Average Client AUM
$1.3M
AUM per Advisor
$102.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Apriem Advisors provides wealth management services, including financial planning and investment management, primarily to high-net-worth individuals and families. They also offer charitable services to non-profit organizations and retirement plan services. Financial planning services are offered on a fee-only basis.
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
Location
19200 Von Karman Avenue, Suite 1050, Irvine, CA, 92612