ApepA Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
ApepA Advisors primarily offers discretionary and non-discretionary portfolio management and investment consulting to individual clients, families, and high-net-worth households. The firm provides advice on held-away accounts and employer-sponsored retirement plans and delivers project- or hourly-based consulting and educational guidance as part of its services.
The firm’s investment approach emphasizes simplicity and discipline, favoring low-cost, diversified, index-based exchange-traded funds while using fundamental, quantitative, qualitative, and top-down analysis as appropriate. ApepA documents client objectives in an Investment Policy Statement that addresses risk tolerance, time horizon, social values, and tax considerations, and conducts periodic portfolio reviews.
Notable aspects of the firm include its reported absence of regulatory assets under management and client accounts as of the brochure date, and a disclosed principal role serving as trustee of a private family trust in a personal capacity. The firm also participates in Schwab Advisor Services and routinely recommends a qualified custodian, and it offers investment-education and consulting services (including advice regarding employer-sponsored retirement plans and held-away accounts), features that are less common among peers in its category.
Client services
Portfolio management
Educational seminars or workshops
Expertise
Passive / index investing
Fee options
Fixed fees for investment consulting projects (details vary by engagement)
0.50% annually
Hourly fees up to $500 per hour
Account minimum: $50,000 Fee-only: Hourly fees up to $500 per hour, vary by engagement scope and complexity
Main office location
ApepA Advisors LLC
Traverse City MI, United States
Number of offices
1
Most active in
ApepA Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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