AP Wealth Management is a highly reputable investment advisory firm based out of Augusta, GA. With over 170 individual clients and an impressive $207,267,000 in assets under management, they have established themselves as a trusted partner in wealth management. With two offices, AP Wealth Management caters to a diverse client base, including employer 401Ks and individuals. Their expertise in managing discretionary assets is evident, as 98% of the assets they oversee fall under this category.
The firm's compensation structure is flexible and tailored to meet the unique needs of their clients. They offer various options, including ...
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Assets Under Mgmt
$207.27M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.