Assuredpartners Investment Advisors
Assets Under Management
$3.3B
Number of Clients
1,945
Number of Advisors
42
Average Client AUM
$1.7M
AUM per Advisor
$77.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
AssuredPartners Investment Advisors (APIA) offers personalized portfolio management (discretionary or non-discretionary), financial planning & consulting (investment, estate, retirement, college, cash flow), and advisory services to employee benefit plans. APIA uses fundamental, technical, and modern portfolio theory in its analysis. APIA may select third-party investment advisors and receive fees from them.
Fee Structure
Fees for portfolio management, financial planning, and employee benefit plan advisory services are negotiable. The maximum annual fee rate for portfolio management is 2.5%. Financial planning fees range from $500 to $20,000 annually or up to $250 per hour. Clients are responsible for third-party fees like custodian, brokerage, and mutual fund fees. APIA collects fees in advance, but no more than six months. Refunds are provided if the advisory agreement is terminated early.
Areas of Practice
Location
4600 W. Cypress Street, Suite 405, Tampa, FL, 33607