Advanced Portfolio Strategies fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $100 and $500.”

Flat or project fee

$1,000⁠-⁠$50,000

“The negotiated fixed rate for creating client financial plans is between $1,000 and $50,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Advanced Portfolio Strategies bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of AMGI's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the pension consulting agreement.”

How Advanced Portfolio Strategies’ fees compare

• Its hourly rate of $100-$500 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 9 other planners in Torrance that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$50,000 spans the California median of $5,000. 93% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Torrance that publish a flat or project fee charge less.

About Advanced Portfolio Strategies

• Firm size: 6 employees.
• Founded: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

309

Employees

6

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$217,405,713

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

284697

Website

instagram.com/advancedportfolios (opens in new tab)

Phone

(310) 776-6549

Can advise clients in 4 states: Arizona, California, Louisiana, Texas

Other planners in Torrance that publish fees

• Aihara Wealth Management LLCTorrance$250/hr, $3,500⁠-⁠$15,000
• Alessandra Capital Management, LLCTorrance$300/hr, $2,500⁠-⁠$5,000
• Dorsey Wealth Management, LLCTorrance$350/hr
• Empath WealthTorrance$500/hr
• Highland MB Wealth LLCTorrance$125⁠-⁠$500/hr
• Putman Capital Management, Inc.Torrance$125⁠-⁠$475/hr, $7,500/yr

Compare all 15 planners in Torrance