Apprise Wealth Management LLC
Assets Under Management
$93.4M
Number of Clients
72
Number of Advisors
1
Average Client AUM
$1.3M
AUM per Advisor
$93.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Apprise Wealth Management LLC offers wealth management and financial planning & consulting services. They manage client portfolios based on individual investment objectives, risk tolerance, and income needs. The firm utilizes an integrated wealth management investment approach encompassing asset allocation, asset location, and emotional/behavioral aspects. They require discretionary authority over client investments.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees negotiable for accounts over $5,000,001. The above fee structure is for portfolios with a mix of individual equities, mutual funds and/or ETFs. For portfolios with mutual funds and/or ETFs only, fees range from 1.10% on the first $500,000 to negotiable for amounts over $5,000,001.
Fee Estimator
Wealth management fees are based on a percentage of your assets under management, billed quarterly. The specific fee is negotiated and stated in your agreement. For portfolios with a mix of individual equities, mutual funds and/or ETFs, fees range from 1.25% on the first $500,000 to negotiable for amounts over $5,000,001. For portfolios with mutual funds and/or ETFs only, fees range from 1.10% on the first $500,000 to negotiable for amounts over $5,000,001. Financial planning & consulting fees are either hourly ($350/hour) or annual flat fees ($8,000 - $25,000, billed quarterly). Clients engaged for Wealth Management whose annual asset-based fees exceed $8,000 receive financial planning services at no additional cost. There is no minimum account balance required.
Areas of Practice
Location
MD, United States