Foundational Asset Management (FAM)

Start Your Journey to Financial Success!

Apriem FAM helps those who are in the accumulation phase of their life and seeking a blended approach between hands-on financial advice and a Robo-Advisor, providing:

  1. Automated Investment Management with a Robo-Advisor
  2. Creation of a Foundational Financial Plan
  3. Access to a CERTIFIED FINANCIAL PLANNER™ Professional

Schwab Institutional Intelligent Portfolios®

Automated Investment Management!

With this platform, Apriem can efficiently serve new client segments who have assets to invest, but fall below traditional account minimums and do not want/need all the resources of a full-service advisory firm. Enrollment in the program offers:

  • Automated risk profile questionnaire to identify your goals, risk tolerance and investment horizon.
  • Robust portfolios that reflects the Apriem investment philosophy.
  • Automated rebalancing, tax-loss harvesting (optional), and digital onboarding.
  • Account Minimum: $5,000
  • FAQ by Schwab
  • FAQ by Apriem

Foundational Financial Plan

Plan for Success!

Get yourself on track with a Foundational Financial Plan, built to help you set and achieve your future financial goals! Enrollment includes:

  • Goals-based financial planning with a CFP® Professional
  • Risk tolerance & investment time horizon analysis
  • Up to 2 planning meetings per year

Your CFP® Professional

Expert Advice!

CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. Enrollment offers:

  • 2 Calls with a live CFP® Professional per year providing answers to your most important financial questions, such as:
    • How much should I save?
    • Do I need an emergency fund?
    • Am I on track to purchase a home?
    • How can I better manage my debts?
    • Do I need a budget?
    • When can I retire?

I am Ready to Sign Up for FAM

Open your FAM account and meet your CFP® professional in 3 simple steps:

Step 1: Open an Account
  • Enter the code: R5PQ
  • Answer 10 questions about your experience with investing
  • Receive a recommended asset allocation
  • Follow the prompts to open a Schwab account
Step 2: Sign the Agreement

Once the Wealth Management Agreement is signed, you will receive an email confirmation that needs to be acknowledged in order for the document to be sent to the Apriem team.

Step 3: Schedule a Meeting

Schedule a meeting with your CFP® Professional to start your financial plan and ask any questions.

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