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Fee Schedule

For portfolios with a mix of individual equities, mutual funds and/or ETFs

Assets Under ManagementAnnual Fee
$250,000 to $500,0001.25%
$500,001 to $2,000,000 1.10%
$2,000,001 to $5,000,000 0.90%
$5,000,001 and above negotiable

For portfolios with mutual funds and/or ETFs only

Assets Under ManagementAnnual Fee
$250,000 to $500,0001.10%
$500,001 to $2,000,000 0.95%
$2,000,001 to $5,000,000 0.75%
$5,000,001 and above negotiable

The above represents our primary fee schedule. For special situations, we can discuss alternate fee-for-service relationships, including a flat, annual fee paid in quarterly installments. Our minimum flat fee is $8,000.

Why Choose Us
Retirement Pathway

At Apprise Wealth Management, we take pride in being a trusted financial partner, especially for female-led households. Our mission is to enhance our clients’ financial lives as well as their understanding of financial concepts. We strive to deliver you with the holistic, customized guidance you deserve based on a foundation of trust and transparency. We strive to align people’s capital with what’s truly important.

Why Choose Us

INTEGRATED APPROACH

Our approach to wealth management helps clients strive to maximize their wealth and spend more time enjoying the achievements of their life and work.

It is through detailed financial conversations encompassing all aspects of our clients’ lives that we empower people to make informed decisions.

ACCOUNTABILITY

As fiduciaries, we give you guidance you can trust, and we care about your financial life. We provide advice that uses simple language to explain complex topics, helping to foster financial literacy. Our feeling is that the quality of our advice is based on the depth of the relationships we build with each client. We are committed to helping you meet your financial goals.

PEACE OF MIND

We do our best to avoid elevating stress levels. Therefore, you will never see a market barometer or breaking news on this site – that is simply more noise.

At Apprise, we understand that short-term tactics can be important but they must be executed based upon wise strategic decisions rather than best-guess predictions.    

Pathway to an Informed Retirement

Pathway to an Informed Retirement
1 443 690-5240

14840 Hunting Way Phoenix, MD 21131

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We welcome your questions regarding financial planning and investment management.

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At Apprise, we believe it is an honor to work with clients and help them plan for and manage their financial future. We believe in stewardship of wealth and fully embrace our duty to always put our clients’ interests ahead of our own.

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Beneficiary Designation Checklist

Naming a beneficiary to your account is a simple, effective, and flexible way to keep your assets out of probate after death. Use this checklist to make sure your accounts have correctly designated beneficiaries.

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Beneficiary Designations