Advanced Portfolio Strategies
Assets Under Management
$158.7M
Number of Clients
372
Number of Advisors
8
Average Client AUM
$427K
AUM per Advisor
$19.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
APS Management Group provides portfolio management based on client goals, financial planning covering various areas, and pension consulting services. They may direct clients to third-party investment advisers. The firm also has a relationship with UPTIQ, a lending platform. Investment advice is generally limited to mutual funds, real estate, fixed income securities, insurance products, equities, hedge funds, private equity funds, ETFs, and other securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.55% |
| $4M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
APS Management Group charges fees for portfolio management, financial planning, and pension consulting. Financial planning fees are either fixed (between $1,000 and $50,000) or hourly (between $100 and $500). Educational seminars/workshops are offered for $15-$20 per session. Fees are generally negotiable. Clients are responsible for third-party fees such as custodian and brokerage fees. Pension consulting fees are tiered based on assets under management.
Areas of Practice
Location
3625 Del Amo Blvd, Suite 190, Torrance, CA, 90503