APM Wealth
Company Description (LinkedIn): I help anesthesiologists & pain management physicians get answers for their most pressing financial needs. My firm's services could be a good fit if you're looking for: Evaluating contracts to understand compensation and practice models. Making the most of an increase in pay as a new attending. Fiduciary-standard financial planning and investments. Assistance in optimizing your employer benefits. Understanding market dynamics relating to your employment. Strategic thinking re: private practice vs. academic centers. Student loan payback expertise. A second opinion on your current financial situation. Understanding the best ways to grow your income as an anesthesia/pain doc. Ongoing investment and planning input to keep you on track. Flexible, accessible, attentive, geography-agnostic financial planning. A transparent fee structure with no commissions.
- ⏳ Active Since:
- 📍 Location: Portland, Oregon, United States
- 🔢 Employee Count:
- 👥 Followers:
From WCI application:
- Services Offered:
Services: Financial planning, investment management, student loan management, contract reviews (anesthesiologists/pain doctors only) - View full WCI application 🔗
From SEC filings:
💁 Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
💲 Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Accounts
- 💰 Total AUM ($Millions): 10
- 🧾 Number of accounts: 169
- 🛍 Average Account Size: $60,591
View more details on Wealthminder 🔗