Aprio Wealth Management, LLC
Assets Under Management
$2.6B
Number of Clients
946
Number of Advisors
31
Average Client AUM
$2.8M
AUM per Advisor
$85.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Aprio WM offers tailored investment advice, discretionary and non-discretionary services, and basic financial planning as part of its Asset Management Program. Financial planning covers areas like financial position, investment planning, protection planning, retirement planning, charitable planning, and estate planning. They also offer access to private investments through alternative platforms. Fees may be negotiable.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for assets over $10 million.
Fee Estimator
You'll typically pay an annual management fee based on the value of your assets (see rates in table). For example, a $1 million portfolio would cost $10,000 per year. Fees are subject to negotiation. Accounts may be subject to a minimum fee of $2,500. Basic financial planning is included for asset management clients. Financial planning is also offered separately for a fixed fee. Consulting services are available at a fixed or hourly rate.
Areas of Practice
Location
2002 Summit Boulevard, Suite 120, Atlanta, GA, 30319