Aps Wealth Management Fees & Minimum

Overview

Headquarters: Melville, NY
Total Firm Assets: $312 million
Average High-Net-Worth Client Portfolio Size: $3.2 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: ADV PART 2A (2026-05-04) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.75%
$250,001	$500,000	1.50%
$500,001	$1,000,000	1.35%
$1,000,001	$2,000,000	1.00%
$2,000,001	$3,000,000	0.85%
$3,000,001	$4,000,000	0.75%
$4,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$14,875	1.49%
$5 million	Negotiable	Negotiable
$10 million	Negotiable	Negotiable
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 32.78%
Number of High-Net-Worth Clients: 32
Total Client Accounts: 326
Discretionary Accounts: 234
Non-Discretionary Accounts: 92

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 298233

ADV PART 2A (2026-05-04) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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