Foundational Asset Management (FAM)
Start Your Journey to Financial Success!
It is our vision for everyone to have access to a financial plan regardless of the stage of life they are in or amount of assets one has to invest. With this platform, Apriem can efficiently serve new clients 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.
How We Can Help You
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:
Automated Investment Management
Foundational Financial Plan
Expert Advice from your CFP® Professional
I am Ready to Sign Up for FAM
Open your FAM account and meet your CFP® professional in 3 simple steps:
Learn More About FAM
In this episode of Apriem Financial Cents, Josh Garland, ChFC®, AIF®, handpicks a clip from an Apriem Virtual Event titled “A New Generation of Advising” to highlight the key differences between a Robo-Advisor, FAM and Wealth Management Services.
Contact Us:
Disclosures & Additional Resources
Required disclosures about our firm and some FAQs: Form ADV/CRS GIPS® Report FAQ by Schwab FAQ by Apriem