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Trusted Advisers

$300 million in assets under management .

More Experts

One of the highest concentrations of financial professionals in the state.

Better Access

In-person collaboration with the people making the analytical decisions

Enter Here for Institutional Management

Institutional Investment Management

Now Hiring!

AWMI is now hiring for an Associate Financial Planner

Click here for a full job description

Investment Management

Individual clients are accessing the same technology and expertise that is applied to management of funds for state and local governments, Alaska Native Corporations, financial institutions, health care organizations and the Alaska Permanent Fund. Alaska Permanent Capital Management is a fiduciary for all our clients; we commit to always placing the best interests of the client first.

The firm embraces its responsibility as a fiduciary and accepts no soft-dollar or outside fee arrangements. This level of independence provides you with conflict-free portfolio management with transparent fees.

Financial Planning

As Certified Financial Planner™ practitioners you will benefit from our commitment to give your wealth purpose and empower you on the path to a financially secure future. We provide 360 degree advice that considers your needs, life goals and looks beyond what you have to invest. Our fee only, client first approach ensures the highest level of objectivity.
Clients begin their planning with our Discovery Process, gathering information about your specific objectives.  We use interactive software to review alternative planning scenarios with you.  We work with you to provide a reasonable savings and investment strategy to improve the probability of meeting your goals. Planning often culminates in designing cash flow strategies to fund your specific goals.

Examples of financial planning engagements and applying our expertise include:

Our fees are based on an hourly rate of $250 with a typical plan ranging in cost from $1250 to $3000.  We will provide for a project based fee to not exceed an overall limit.  We do not receive any indirect sources of compensation. 

With our planning process, we guide you through the bewildering maze of data and information and how it relates to your short and long-term financial and life goals.

 

Fees are calculated for the prorated monthly portion and billed monthly in arrears for the specified time period.  Calculation is based on the account value at the close of business on the last business day of the month.  Should clients choose Schwab, accounts will be householded for purposes of fee calculation. Schwab custodial fees vary depending on the transaction fee charged by Schwab of which APCM does not receive any portion.  Since the majority of the investments will be Exchange Traded Funds (ETF's), we recommend you enroll with Schwab Alliance for electronic delivery of all confirmations, statements, and proxies.

Fee Schedule

Account Balance

Advisory Fee

$500,000 -  $1 million

1.0%

Next $2 million

0.75%

Next $2 million

0.50%

Alaska Permanent Capital firmly believes that it only matters what you keep. Keeping expenses low so our clients' money can compound is a hallmark of our pricing.

For accounts exceeding $5 million, the standard fee schedule applies for the first $5 million. For any amount above $5 million, see separate fee schedule.