Individual Investment Management Services

Investment Management clients benefit from the methodology and purchasing power of over $2 billion in 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, health care organizations, and the Alaska Permanent Fund Corporation. 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.

Our fees are based on hourly rates for our team members with a typical plan ranging in cost from $1500 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.

Fee Schedule

Account Balance 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.  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.

Relevant Blog Posts

Our Fiduciary Responsibility

AWMI is unique in that we have 5 CFPs® on our staff. We have always held ourselves to the highest standards of fiduciary responsibility to our clients as trusted experts. The Board that governs CFP® certificants is now going the extra step to be sure that all CFPs® are held to the highest standards in […]

Family Legacies: The good, the bad and the ugly. How to avoid the latter.

Working as a trust officer, in a prior career, involved doling out cash to the beneficiaries. As a result, I have stories of both war and peace about how generations of families operate. My least favorite story is of a dad who only wanted the best for his girls and left them money in trust to […]

Credit-Worthy Children

Do you ever wonder how your financial advisor plans their own financial future? What about the advice they give to their kids? Lately, I have received numerous questions about how I am handling financial lessons with my young adult children. My son just turned 21 and my daughter just turned 18, so both are adults […]