Comprehensive Wealth Management
APIM Comprehensive Wealth Management Process and Services:
Price and Delivery:
We proud ourselves in taking care of our clients with our comprehensive wealth management program. This is a one and done solution which helps you to create a road map to your financial life, keeps you in track, avoids pitfalls and helps you to move forward to your financial destinations. Depending on the complexity in your financial life, you can choose a package that is appropriate for you. This service is included for APIM clients with a minimum of 500K AUM in advisory relationship for no additional charge.
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Core |
Advanced |
Premier |
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- Includes the core investment management package. - Initial meeting setting annual and lifetime financial goals and objectives. - Cash flow analysis and recommendation. - Budgeting and Debt analysis and recommendation - Evaluate retirement accounts including 401k and recommend strategy. Includes retirement age and income forecast (retirement planning) - Financial Risk analysis and management strategy recommendation. Includes insurance Planning. - Semiannual Investment review and recommendation including new opportunities and rebalancing. - Total of 5 meetings for design, development, and execution - Price is $3000 flat fee or $254 /month for subscription
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- Includes all the core wealth management features Plus the advanced investment management package - Stock based compensation analysis and recommendation for ISO, NQSO, RSU, ESPP other than IPOs. -Employee/company benefit analysis and recommendation -Home or other Major purchase analysis and recommendation - Roth conversion/contribution analysis and recommendation. -Tax planning with gain/loss analysis and strategy. -Education planning and recommendations. - Income planning with Annuities and REITS. - Quarterly Investment review and recommendation including new opportunities and rebalancing. - Total of 9 meetings for design, development, and execution - Price $7500 flat fee or $629/month for subscription |
- Includes all the core and Advanced wealth management features plus the Premier investment management package - Investment, tax and estate planning around IPO - 10b5-1 and 83b planning for concentrated stock - Tax planning focus includes coordinating with tax accountant for tax planning and management - Complex investment planning including, other Alternative investments. - Estate planning focus includes coordinating with estate planning professional for annual estate planning needs. - Charitable giving and income planning, . - Succession planning for business and other assets. - Bi Monthly Investment review and recommendation including new opportunities and rebalancing - Total of 12 + meetings for design, development, and execution. - Price $12000 flat fee or $1005/month for subscription - custom fee for comprehensive wealth management with assets above 2 million. |
*All prices are charged per year.
Advantage:
Reduce time spent on managing your wealth with our customized comprehensive strategy. When followed with precision and discipline it can help you to work towards your financial goals. Our process is exhaustive so that we don't miss anything that can be beneficial to your financial life.
Wealth Management focus:
Investment Management, Tax Planning, Insurance planning, Retirement planning, Education and Estate planning by designing, developing, and executing a custom financial plan.