American Portfolio Management, LLC

American Portfolio Management, LLC is a Registered Investment Adviser based in Denver, CO, established in July 2012. The firm offers financial planning services, asset management services, and the selection of other advisers. They provide personalized financial planning services, including income tax preparation, with fees based on a fixed or hourly rate. For asset management services, a minimum account size of $25,000 is required, with fees ranging from 0.80% to 1.5% based on the value of managed assets. The firm may recommend third-party investment advisers, with fees shared based on the total fee schedule. American Portfolio Management, LLC does not charge performance-based fees or participate in side-by-side management. They offer services to various types of clients, including individuals, investment companies, and corporations. The firm utilizes fundamental, technical, cyclical, and trend-following analysis for investment strategies. Clients have the option for discretionary or non-discretionary asset management services. The firm does not vote on proxies for client securities. American Portfolio Management, LLC emphasizes client privacy and does not disclose nonpublic personal information to third parties. They have not reported any disciplinary information and maintain a Code of Ethics to ensure professional conduct. For further details, clients can request a copy of the firm's Code of Ethics or privacy policy.