Apple Tree Asset Management, LLC's Form ADV discloses 1.50% on the first $500,000, 1.25% on the next $250,000, 1.00% on the next $250,000, and 0.75% on assets above $1 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #298437), Apple Tree Asset Management, LLC is subject to fiduciary duty under federal law.
Apple Tree Asset Management, LLC is headquartered in FORT WAYNE, IN.
Apple Tree Asset Management, LLC serves 51 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, Apple Tree Asset Management, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Apple Tree Asset Management, LLC manages $152 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, Apple Tree Asset Management, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓