Apricity Financial, LLC's Form ADV discloses 1.50% on the first $1 million, 1.00% on the next $2 million, and 0.75% on assets above $3 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #330201), Apricity Financial, LLC is subject to fiduciary duty under federal law.
Apricity Financial, LLC serves 33 high-net-worth clients according to their SEC filing dated July 27, 2026. View client details ↓
According to their SEC Form ADV, Apricity Financial, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and pension consulting services. View all service details ↓
Apricity Financial, LLC manages $111 million in client assets according to their SEC filing dated July 27, 2026.
According to their SEC Form ADV, Apricity Financial, LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓