Ap Wealth Management
Augusta, Georgia
5.0
3 Reviews
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

31%

% Discretionary

98%
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
Selection of other advisers
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