Apprise Wealth Management | Fee Schedule

Fee Schedule

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

Assets Under Management	Annual Fee
$250,000 to $500,000	1.25%
$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 Management	Annual Fee
$250,000 to $500,000	1.10%
$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.

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.

1 443 690-5240

14840 Hunting Way Phoenix, MD 21131

Have a Question?

We welcome your questions regarding financial planning and investment management.

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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