Apella Wealth

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Assets Under Management

$4.7B

Number of Clients

3,976

Number of Advisors

Average Client AUM

$1.2M

AUM per Advisor

$69.3M

Compensation

Fee-Only (AUM)

About This Firm

Apella Capital, LLC provides discretionary and non-discretionary investment management, held away portfolio advice, sub-advisory, third-party money management, and financial planning & consulting services. They also offer an automated investment platform called Apella Ascent. Apella does not provide tax or legal advice, but tax services may be provided through their affiliated entity, Apella Services, LLC.

Fee Structure

Apella Capital, LLC charges fees for investment management services and financial planning & consulting services. Financial planning clients may pay an ongoing financial planning fee. The firm also offers an automated investment platform called Apella Ascent. Specific fee details for each service are outlined in the Investment Advisory Agreement.

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