Financial Advisory Services in Orange County, CA
From retirement and estate planning to wealth management and charitable giving, one team, one relationship, every stage of your financial life.
FAQs
Getting started is easy. Schedule a conversation here and a member of our team will follow up shortly. Prefer email? Reach us directly at [email protected].
Apriem Advisors is primarily compensated through ongoing advisory fees based on the assets we manage, typically deducted directly from client accounts. We also offer financial planning and estate planning services to both clients and non clients for flat fees based on individual needs.
At Apriem Advisors, we help you organize, grow, and protect your financial life through coordinated advice and ongoing oversight tailored to your goals. This includes investment management, where portfolios are constructed, monitored, and adjusted over time; financial planning, such as retirement, cash-flow, and major-goal planning; and risk management, including guidance on insurance and asset protection strategies. We also provide tax-aware planning, estate and legacy planning coordination, and support during major life transitions.
Apriem Advisors generally requires a minimum relationship size of $500,000 to open or maintain an investment management account. Minimums may be reduced or waived at the firm’s discretion, and existing clients may be maintained at lower minimums.
Yes. Financial planning is included at no additional cost for clients who engage Apriem for ongoing wealth management services.
For individuals and families who do not require ongoing investment management, Apriem also offers standalone financial planning. Standalone plans are available in four service tiers, with fees based on the scope and complexity of the planning engagement.
Not at all! While we’re always happy to meet in person, we also offer virtual meetings. Wherever you’re located, you’ll receive the same personalized, high-touch experience.
Yes. Apriem’s investment strategies are developed and managed by our internal team. In certain cases, based on a client’s specific portfolio needs or objectives, we may utilize select third-party investment platforms to access additional investment options. Even in those situations, Apriem remains responsible for designing, overseeing, and managing the overall investment strategy.
Apriem Advisors provides comprehensive wealth management services designed to support clients at every stage of life. Services include investment management, with ongoing portfolio construction, monitoring, and adjustments; financial planning, including retirement planning, cash-flow planning, and goal-based planning; and tax-aware planning designed to improve after-tax outcomes. We also offer estate and legacy planning coordination, risk management and insurance guidance, and support during major life transitions.
Disclosures
*As of 7/14/26
**Apriem Advisors has partnered with Wealth.com, an independent platform for estate planning services. Apriem Advisors is not a law firm and does not provide legal advice. All legal questions or final reviews must be addressed with Wealth.com’s representatives or a licensed attorney retained by the Client.
Women Of Wisdom (WOW) movement is designed for women, but all are welcome to inquire about financial education opportunities.