Aptus Wealth Management, LLC
Assets Under Management
$95.5M
Number of Clients
244
Number of Advisors
2
Average Client AUM
$391K
AUM per Advisor
$47.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Aptus Wealth Management, LLC offers tailored investment advice, portfolio management, and financial planning services including risk assessment, investment planning, estate planning, financial organization, and retirement planning. They may use sub-advisers and manage held-away assets through Pontera.
Fee Structure
Asset management fees range from 0.50% to 1.25% annually, depending on the amount of assets under management and the portfolio type. Fees are charged quarterly in advance. Financial planning services, if separate from asset management, are charged hourly ($150-$300/hour) or fixed fee ($1,000-$10,000) arrangements. Sub-adviser fees range from 0.08% - 0.60% annually, in addition to AWM's fees.
Areas of Practice
Location
639 Carle Avenue, Lewis Center, OH, 43035