Individual Investment Management Services

Our Investment Management includes comprehensive Financial Planning. Each portfolio is designed and managed to optimize your income, providing sustainable income throughout your retirement that meets your lifestyle.

Our Process

discover

Discover

What is your story?
Our discovery process is designed to DO MORE than analyze your financial assets.

customize

Customize

Your investment portfolio is optimized to match your personalized financial strategies.

implement

Implement

Your investments are managed with the power of institutional guiding principles and financial tools.

review

Review

Feel secure in our proactive ongoing guidance to make sure you stay on track to meet your goals.

Investment Management clients benefit from the methodology and purchasing power of Institutional assets under 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, and health care organizations.

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.

Fee Schedule

Account Balance Annual Advisory Fee
First $1 million

1.00%

Next $2 million

0.75%

Next $2 million

0.50%

Minimum of $500,000. For accounts exceeding $5 million, please request a separate fee schedule. 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.

Relevant Blog Posts

Fraud, protecting people you love

A client called recently with excitement to alert us to his $1,000,000+ gaming winnings he was expecting to receive and the need to pull cash from his retirement assets to cover the fees he had to pay to collect.  He had no Power of Attorney on file, but we did have a family member’s name […]

GDP Party in Full Swing

The U.S. economy is humming along at a great pace right now. Corporate earnings are up an impressive 24% versus a year earlier, and a larger number of companies are beating earnings estimates than normal (80% of companies that have reported second quarter results beat estimates, the highest reading since FactSet began tracking the measure). […]

Refining the Rise in Recent Oil Prices

There has been a plethora of headlines lately regarding the most recent appreciation in oil prices. While the recent pull back has left oil at around $65 per barrel, this commodity had 7.5% increase in the first quarter of 2018 and has more than doubled since the trough in 2016! We at APCM thought it […]