Aperio Group LLC

Financial Advisor in Sausalito, CA

Firm Info
Address: 3 Harbor Dr Suite 204, Sausalito, CA 94965, USA
Phone: (415) 339-4300

Firm Size
Assets Under Management: $54.1 billion
# of Advisors: 38
# of Clients: 8,472
Client to Advisor Ratio: 223:1
Average Account Size: $6.4 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management Investment Company
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Investment Companies
  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Aperio Group, LLC Overview

Aperio Group, LLC is a fee-based registered investment advisory firm headquartered in Sausalito, CA. Established in 2000, the firm has been providing investment advice for individuals, small businesses, and institutional clients for over two decades. As an investment advice only firm, Aperio Group has a clear and focused business model, ensuring that their services are solely dedicated to providing high-quality investment recommendations. Aperio Group's portfolio management services are comprehensive and designed to meet the specific needs of their clients. They offer portfolio management for individuals and small businesses, ensuring that each client's investment portfolio is tailored to their unique financial goals. They also provide portfolio management for investment companies, as well as pooled investment vehicles, such as mutual funds and exchange-traded funds. Institutional clients and businesses can also benefit from Aperio Group's portfolio management services. Their team of experienced investment professionals work closely with clients to develop customized investment strategies that are aligned with their financial objectives. Whether it's creating a new portfolio or optimizing an existing one, Aperio Group's approach to portfolio management is highly customizable, ensuring their clients' needs are always met.

The APERIO GROUP, LLC, provides investment advisory services to a diverse range of clients. Those served include individuals, high net worth individuals, investment companies, pooled investment vehicles, pension or profit sharing plans, charitable organizations, and other corporation types not listed. Additionally, the APERIO GROUP, LLC, also caters to other types of clients as per their specific investment needs. With regard to the fee structures available, these will vary depending on the services provided. Clients can choose from percentage of AUM fee structures, in which fees are calculated based on a percentage of assets-under-management. Alternatively, clients can opt for fixed fee structures, where a specific amount is charged for the services delivered. Regardless of the fee structure chosen, the APERIO GROUP, LLC, always strives to provide high-quality services to its clients.

Typical Clients, Fee Structures & Investment Minimum

According to APERIO GROUP, LLC's Part 2 Brochure, the firm's minimum investment requirement may vary depending on the investment strategy chosen by the client. The brochure states that "minimum investment amounts may apply to certain investment strategies," but does not provide specific details on what those amounts may be. Therefore, it is unclear what the investment minimum is for APERIO GROUP, LLC.

How This Office Can Help Sausalito, CA Residents

Aperio Group LLC is a financial management firm that helps clients in Sausalito, CA by providing personalized investment solutions. The firm understands that different clients have unique financial situations, and so it offers tailored services that cater to different needs. Clients who are facing financial challenges such as debt, retirement planning, estate planning, and tax planning can benefit from Aperio Group's services. Individuals in Sausalito, CA may also face challenges such as saving for their children's college education or managing their wealth to meet the needs of their family members. Aperio Group can help clients navigate these situations by offering financial planning services that are designed to help them achieve their goals. Some of the services that Aperio Group offers include portfolio management, tax planning, and investment strategy development. Through its comprehensive portfolio management solutions, Aperio Group assists clients in Sausalito, CA to achieve their investment objectives within a well-defined framework.

To view the Minimum Investment and Fee Schedule for Aperio Group, LLC, visit their Part 2 Brochure.

Services Offered by Aperio Group, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Aperio Group, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 3 Harbor Dr Suite 204, Sausalito, CA 94965, USA
Phone (415) 339-4300
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Aperio Group, LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Aperio Group, LLC does not have any disclosures. Please visit it's Form ADV for more details.


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