AP Wealth Management

Retirement Planning Firm in Columbia County, GA

Firm Info
Address: 1100 Frazier Dr, Augusta, GA 30909, USA
Phone: (706) 364-4281

Firm Size
Assets Under Management: $214.2 million
# of Advisors: 4
# of Clients: 671
Client to Advisor Ratio: 168:1
Average Account Size: $319,171
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors

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

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

  • Pension & Profit Sharing Plans
  • Charitable Organizations

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

Get Connected with a Financial Advisor

* required fields

Ap Wealth Management Overview

AP Wealth Management is a registered investment advisory firm based in Augusta, GA. Since its inception in 2016, this investment firm has been providing fee-only financial advisory services for individuals and small businesses. Their no-commission policy ensures that clients receive unbiased investment advice that is tailored to their needs and goals. The firm specializes in investment advice only and offers a range of services such as financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutional clients. Their goal is to help clients build and protect their wealth so that they can achieve their financial objectives. AP Wealth Management has a reputation for providing exceptional service and personalized investment advice. They believe that every investor's situation is unique, and as such, they take the time to understand their clients' investment objectives, risk tolerance, and financial goals to create customized investment solutions that meet their specific needs. In addition to their core services, AP Wealth Management also offers a selection of other advisors to ensure that clients receive a well-rounded investment advisory service. This ensures that clients are able to invest with confidence knowing that they have access to a team of experts who can provide them with the necessary guidance to achieve their financial objectives.

AP Wealth Management serves a diverse range of clients with varying investment needs, including individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. With a comprehensive approach to wealth management, AP Wealth Management caters to the diverse needs of their clients. They understand that every client has different financial goals, and they work to provide tailor-made solutions to meet those goals. When it comes to fee structures, AP Wealth Management offers three options based on the services provided. Firstly, a percentage of AUM structure is available, where clients pay a fee for the assets under management. Secondly, an hourly fee option is available for clients who require specific advisory services. The hourly fee structure ensures that clients are only paying for the services they require, at a rate that is transparent and fair. Thirdly, fixed fees are another option for clients who require more comprehensive wealth management services, such as financial planning or estate planning. Irrespective of the fee structure chosen, clients of AP Wealth Management can feel confident that their investment needs are being catered to with transparency and integrity.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, AP Wealth Management's investment minimum is $1,000,000 in assets. However, the firm does mention that exceptions to this minimum may be made on a case by case basis.

How This Office Can Help Columbia County, GA Residents

AP Wealth Management provides comprehensive financial planning services to clients in Columbia County, GA. The firm assists with retirement planning, investment management, estate planning, tax planning, insurance analysis, and more. Columbia County residents may face a variety of financial situations, including planning for retirement in an area where the cost of living is rising, managing investments in a volatile market, creating an estate plan to transfer assets to loved ones, or navigating taxes and insurance requirements. AP Wealth Management works with clients to understand their unique goals and needs, and develops customized financial plans tailored to their situations. The firm provides ongoing support and guidance as clients work towards achieving their financial objectives, making adjustments as needed to ensure that their plans remain on track.

To view the Minimum Investment and Fee Schedule for Ap Wealth Management, visit their Part 2 Brochure.

Services Offered by Ap Wealth Management

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 Ap Wealth Management 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.

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

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 1100 Frazier Dr, Augusta, GA 30909, USA
Phone (706) 364-4281
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Ap Wealth Management is registered to service clients in the following states:

  • Georgia
  • North Carolina
  • South Carolina
  • Texas

Disciplinary History

Ap Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.