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MODEL MANAGEMENT (XPN/AP7) AVAILABLE MANAGERS AND PRICING
The American Portfolios Advisors, Inc. (APA) managers, strategies, minimums and fees are subject to change without notice. Thirty days written notice will be provided if pricing increases for existing accounts with a specific manager strategy.
Breakpoint pricing is available starting at $500,000 and is based on each account’s value. The breakpoint schedule is automatically applied to eligible accounts. Please confer with your Investment Advisor Representative (IAR) for detailed information on the breakpoint schedule.
Model Management (XPN/AP7)
| Manager | Investment Style | Account Minimums | Manager Code/ Program Fee |
| 4Thought Financial Group | |||
|
Contact: Jesse Mackey |
4Thought Mutli-Contingency Unconstrained | $25,000 |
(4TF0301) |
| Advisors Capital Management | |||
|
Contact: Claire Comerford |
Model Global Dividend | $100,000 |
(ACM0301) |
| Model Global Growth | $100,000 |
(ACM0302) 70 bps |
|
| Model International Dividend | $100,000 |
(ACM0303) |
|
| Model Mid/Small Cap | $100,000 |
(ACM0304) |
|
| Andersen Capital Management | |||
|
Contact: Peter C Andersen |
Weather Mark | $50,000 |
(AND0301) |
| Argus Investors’ Counsel | |||
|
Contact: Richard Ciuba |
Core Equity | $100,000 |
(ARG0301) |
| ARK Investment Management | |||
|
Contact: Lisa Langley |
Disruptive Innovation Global Growth | $60,000 |
(ARK0301) |
| Beacon Capital Management, Inc. | |||
|
Contact: Kartha James |
Beacon Vantage 2.0 Aggressive | $25,000 |
(ERG0301) |
| Beacon Vantage 2.0 Balanced | $25,000 |
(ERG0302) |
|
| Beacon Vantage 2.0 Conervative | $25,000 |
(ERG0303) |
|
| Beacon Vantage 3.0 Aggressive | $25,000 |
(ERG0304) |
|
| Beacon Vantage 3.0 Balanced | $25,000 |
(ERG0305) |
|
| Beaumont Capital Management | |||
| BCM Decathlon Growth Tactics | $40,000 |
(BCM0301) |
|
| BCM Decathlon Moderate Tactics | $40,000 |
(BCM0302) 55 bps |
|
| Berkshire Asset Management | |||
|
Contact: Jason Reilly |
Dividend Growth and Income Strategy | $40,000 |
(BAM0301) |
| BlackRock Investment Management | |||
|
Contact: Brad Stanger |
Blackrock Target Allocation ETF - 0/100 | $25,000 |
(BRK0301) |
| Blackrock Target Allocation ETF - 10/90 | $25,000 |
(BRK0302) |
|
| Blackrock Target Allocation ETF - 100/0 | $25,000 |
(BRK0302) |
|
| Blackrock Target Allocation ETF - 20/80 | $25,000 |
(BRK0304) |
|
| Blackrock Target Allocation ETF - 30/70 | $25,000 |
(BRK0305) |
|
| Blackrock Target Allocation ETF - 40/60 | $25,000 |
(BRK0306) |
|
| Blackrock Target Allocation ETF - 50/50 | $25,000 |
(BRK0307) |
|
| Blackrock Target Allocation ETF - 60/40 | $25,000 |
(BRK0308) |
|
| Blackrock Target Allocation ETF - 70/30 | $25,000 |
(BRK0309) |
|
| Blackrock Target Allocation ETF - 80/20 | $25,000 |
(BRK0310) |
|
| Blackrock Target Allocation ETF - 90/10 | $25,000 |
(BRK0311) |
|
| Broxton Capital Advisors | |||
|
Contact: Allen Cooke |
Alpha Portfolio | $25,000 |
(BCA0301) |
| Smart Yield | $25,000 |
(BCA0302) |
|
| Capital Group (Am Funds) | |||
|
Contact: Advisor Marketing |
American Funds Moderate Growth and Income Model Portfolio F2 | $25,000 |
(PSMGI2) |
| American Funds Tax-Exempt Preservation Model F2 | $25,000 |
(PSTEP2) |
|
| American Funds Preservation Model F2 | $25,000 |
(PSP002) |
|
| American Funds Tax-Aware American Funds Tax-Aware Conservative Growth and Income Model F2 | $25,000 |
(PSAGI2) |
|
| American Funds Conservative Growth and Income Model Portfolio F2 | $25,000 |
(PSCGI2) |
|
| American Funds Growth and Income Model F2 | $25,000 |
(PSGI02) |
|
| American Funds Growth Model F2 | $25,000 |
(PSG002) |
|
| American Funds Global Growth Model F2 | $25,000 |
(PSGG02) |
|
| American Funds Retirement Income-Conservative Model F2 | $25,000 |
(RIC002) |
|
| American Funds Retirement Income-Moderate Model F2 | $25,000 |
(RIM002) |
|
| American Funds Retirement Income-Enhanced Model F2 | $25,000 |
(RIE002) |
|
| American Funds Conservative Income Model F2 | $25,000 |
(AFCI02) |
|
| American Funds Moderate Growth Model F2 | $25,000 |
(AFMG02) |
|
| American Funds Tax-Aware Growth and Income Model Portfolio F2 | $25,000 |
(TAGIF2) |
|
| American Funds Tax-Aware Moderate Growth and Income Model Portfolio F2 | $25,000 |
(TAMGF2) |
|
| American Funds Tax-Aware Moderate Income Model Portfolio F2 | $25,000 |
(TAMIF2) |
|
| American Funds Tax-Aware Conservative Income Model Portfolio F2 | $25,000 |
(TACVF2) |
|
| Capital Group (SMA) | |||
|
Contact: Advisor Marketing |
Capital Group US Equity | $100,000 |
(EUSEQT) |
| Capital Group Global Equity | $100,000 |
(EGLEQT) |
|
| Capital Group World Dividend Growers | $100,000 |
(EDIVGR) |
|
| Capital Group Non US/International Equity | $100,000 |
(EINTEQ) |
|
| Capital Group Global Growth | $100,000 |
(EGLGRW) |
|
| Capital Group International Growth | $100,000 |
(EINGRW) |
|
| Capital Group U.S. Core | $100,000 |
(EUSCOR) |
|
| Capital Group U.S. Growth | $100,000 |
(EUSGRW) |
|
| Capital Group U.S. Income & Growth | $100,000 |
(EUSIGR) |
|
| Clark Capital | |||
|
Contact: Joseph Bell |
Navigator MultiStrategy 75-25 | $25,000 |
(CCM0302) |
| Navigator MultiStrategy 50-50 | $25,000 |
(CCM0303) |
|
| Navigator MultiStrategy 25-75 | $25,000 |
(CCM0304) |
|
| Navigator Global Tactical | $25,000 |
(CCM0305) |
|
| Navigator Global Risk Managed Conservative | $25,000 |
(CCM0308) |
|
| Navigator Global Risk Managed Moderate | $25,000 |
(CCM0309) |
|
| Navigator Global Risk Managed Growth | $25,000 |
(CCM0310) |
|
| Congress Asset Management | |||
|
Contact: Vadim Levin |
Large Cap Growth | $100,000 |
(CAM0301) |
| Mid Cap Growth | $50,000 |
(CAM0302) |
|
| Small Cap Growth | $50,000 |
(CAM0303) |
|
| Multi Cap Growth | $100,000 |
(CAM0304) |
|
| Dividend Growth | $50,000 |
(CAM0305) |
|
| Large Cap Balanced | $150,000 |
(CAM0307) |
|
| Multi Cap Balanced | $150,000 |
(CAM0308) |
|
| SMID Growth | $50,000 |
(CAM0309) |
|
| Dana Investment Advisors | |||
|
Contact: Mark Mirsberger |
Social ESG Equity Strategy | $75,000 |
(DIA0301) |
| Davis Advisors | |||
|
Contact: Dodd Kittsley |
Davis Global ADR | $50,000 |
(DAV0301) |
| Davis Large Cap | $50,000 |
(DAV0302) |
|
| Dividend Assets Capital | |||
|
Contact: Jonathan Parrott |
DAC Equity | $50,000 |
(DAC0301) |
| Donoghue Forlines, LLC | |||
|
Contact: Colin Larocque, Advisor Relations Contact: Nick Lobley, Portfolio Manager |
Donoghue Forlines Income | $25,000 |
(WED0301) |
| Donoghue Forlines Dividend & Yield | $25,000 |
(WED0302) |
|
| Donoghue Forlines Global Tactical Conservative | $25,000 |
(WED0309) |
|
| Donoghue Forlines Global Tactical Income | $25,000 |
(WED0311) |
|
| Donoghue Forlines Treasury | $25,000 |
(WED0313) |
|
| Franklin Templeton | |||
|
Contact: Peter Conneely |
Stability | $25,000 |
(TFN0301) |
| Rising Rate Defense | $25,000 |
(TFN0302) |
|
| Tax-Advantaged Stability | $25,000 |
(TFN0303) |
|
| Income | $25,000 |
(TFN0304) |
|
| Tax-Advantaged Income | $25,000 |
(TFN0305) |
|
| Growth & Income | $25,000 |
(TFN0306) |
|
| Growth & Enhanced Income | $25,000 |
(TFN0307) |
|
| Tax-Advantaged Growth & Income | $25,000 |
(TFN0308) |
|
| Growth | $25,000 |
(TFN0309) |
|
| Moderate Growth | $25,000 |
(TFN0310) |
|
| Conservative Growth | $25,000 |
(TFN0311) |
|
| Equity Growth | $25,000 |
(TFN0312) |
|
| Great Lakes Advisors (formerly Rothschild Asset Management) | |||
|
Contact: Eric Rowan |
Large Cap Core | $100,000 |
(RAM0301) |
| Hilton Capital Management | |||
|
Contact: Kevin McCarthy |
Dividend & Yield Strategy | $50,000 |
(HCM0301) |
| Efficient Tactical Income | $25,000 |
(HCM0302) |
|
| Tactical Income Hybrid | $50,000 |
(HCM0303) |
|
| Small & Midcap Opportunity | $50,000 |
(HCM0304) |
|
| Horizon Investments | |||
|
Contact: Sarah Weese |
Horizon Focused with Risk Assist | $50,000 |
(EWC0301) |
| Horizon Growth with Risk Assist | $50,000 |
(EWC0302) |
|
| Horizon Moderate with Risk Assist | $50,000 |
(EWC0303) |
|
| ICON Advisers | |||
|
Contact: Brian Rotter |
US Conservative | $25,000 |
(ICN0301) |
| US Moderate | $25,000 |
(ICN0302) |
|
| US Growth | $25,000 |
(ICN0303) |
|
| US Income | $25,000 |
(ICN0304) |
|
| International Growth | $25,000 |
(ICN0308) |
|
| SBI Global Conservative | $25,000 |
(ICN0309) |
|
| SBI Global Moderate | $25,000 |
(ICN0310) |
|
| SBI Global Growth | $25,000 |
(ICN0311) |
|
| Invesco Advisers, Inc. | |||
|
Contact: Sal Maia |
Invesco International Diversification Equity Portfolio | $25,000 |
(INV0302) |
| Invesco US Factor Rotation Portfolio | $25,000 |
(INV0303) |
|
| Invesco Bulletshares Corporate 0-10 Years | $10,000 |
(INV0304) |
|
| Invesco Bulletshares Corporate 0-3 Years | $10,000 |
(INV0305) |
|
| Invesco Bulletshares Corporate 0-5 Years | $10,000 |
(INV0306) |
|
| Invesco Bulletshares Corporate 0-7 Years | $10,000 |
(INV0307) |
|
| Invesco Bulletshares Municipal 0-10 Years | $10,000 |
(INV0308) |
|
| Invesco Bulletshares Municipal 0-3 Years | $10,000 |
(INV0309) |
|
| Invesco Bulletshares Municipal 0-5 Years | $10,000 |
(INV0310) |
|
| Invesco Bulletshares Municipal 0-7 Years | $10,000 |
(INV0311) |
|
| Invesco Pinnacle Series: Hyrbid Plus 20 MM Portfolio | $10,000 |
(INV0312) |
|
| Invesco Pinnacle Series: Hyrbid Plus 40 MM Portfolio | $10,000 |
(INV0313) |
|
| Invesco Pinnacle Series: Hyrbid Plus 60 MM Portfolio | $10,000 |
(INV0314) |
|
| Invesco Pinnacle Series: Hyrbid Plus 80 MM Portfolio | $10,000 |
(INV0315) |
|
| Invesco Pinnacle Series: Hyrbid Plus Equity MM Portfolio | $10,000 |
(INV0316) |
|
| Ladenburg Thalmann Asset Management (LTAM) | |||
|
Contact: Jaime Desmond |
ETF Aggressive Growth | $25,000 |
(LTM0301) |
| ETF Growth | $25,000 |
(LTM0302) |
|
| ETF Growth & Income | $25,000 |
(LTM0303) |
|
| ETF Income & Growth | $25,000 |
(LTM0304) |
|
| ETF Income | $25,000 |
(LTM0305) |
|
| MF Aggressive Growth | $5,000 |
(LTM0306) |
|
| MF Growth | $5,000 |
(LTM0307) |
|
| MF Growth & Income | $5,000 |
(LTM0308) |
|
| MF Income & Growth | $5,000 |
(LTM0309) |
|
| MF Income | $5,000 |
(LTM0310) |
|
| Specialty Enhanced Income | $10,000 |
(LTM0311) |
|
| Specialty Conservative Income | $10,000 |
(LTM0312) |
|
| Specialty Ultra Income | $10,000 |
(LTM0313) |
|
| Tax Sensitive Income | $10,000 |
(LTM0314) |
|
| Tax Sensitive Income & Growth | $10,000 |
(LTM0315) |
|
| Tax Sensitive Growth & Income | $10,000 |
(LTM0316) |
|
| Tax Sensitive Growth | $10,000 |
(LTM0317) |
|
| Tax Sensitive Aggressive Growth | $10,000 |
(LTM0318) |
|
| American Funds Core Income | $5,000 |
(LTM0319) |
|
| American Funds Core Income & Growth | $5,000 |
(LTM0320) |
|
| American Funds Core Growth & Income | $5,000 |
(LTM0321) |
|
| American Funds Core Growth | $5,000 |
(LTM0322) |
|
| American Funds Core Aggressive Growth | $5,000 |
(LTM0323) |
|
| SRI Income | $10,000 |
(LTM0324) |
|
| SRI Income & Growth | $10,000 |
(LTM0325) |
|
| SRI Growth & Income | $10,000 |
(LTM0326) |
|
| SRI Growth | $10,000 |
(LTM0327) |
|
| SRI Aggressive Growth | $10,000 |
(LTM0328) |
|
| Franklin Templeton Income | $5,000 |
(LTM0329) |
|
| Franklin Templeton Income & Growth | $5,000 |
(LTM0330) |
|
| Franklin Templeton Growth & Income | $5,000 |
(LTM0331) |
|
| Franklin Templeton Growth | $5,000 |
(LTM0332) |
|
| Franklin Templeton Aggressive Growth | $5,000 |
(LTM0333) |
|
| Logan Capital Management, Inc. | |||
|
Contact: Chris Travers |
Concentrated Value | $50,000 |
(LCM0301) |
| Large Cap Growth | $100,000 |
(LCM0302) |
|
| Core 60/40 | $150,000 |
(LCM0303) |
|
| International ADR | $50,000 |
(LCM0304) |
|
| Growth | $50,000 |
(LCM305) |
|
| Nasdaq Dorsey Wright | |||
|
Contact: Rob DeAngelo |
SRS Growth | $60,000 |
(NDW0301) |
| SRS International | $60,000 |
(NDW0302) |
|
| SRS Global Macro | $60,000 |
(NDW0303) |
|
| DWA Systematic RS Tactical Fixed Income | $40,000 |
(NDW0304) |
|
| Northern Trust Investments, Inc. | |||
|
Contact: Vernon Biggs |
Quality ESG US Equity | $100,000 |
(NOT0301) |
| Quality Low Volatility | $100,000 |
(NOT0302) |
|
| Novem Group | |||
|
Contact: Timothy Gerlach |
Novem Capital Appreciation | $25,000 |
(NOV0303) |
| Novem Intrinsic Value | $50,000 |
(NOV0304) |
|
| Novem Dividend Select | $25,000 |
(NOV0305) |
|
| Putnam Investment Management | |||
|
Contact: Stephen Olsen |
Putnam International Durable Equity ADR | $30,000 |
(EZQ0301) |
| Putnam Sustainable Future | $80,000 |
(EZQ0302) |
|
| Putnam Sustainable Leaders | $100,000 |
(EZQ0303) |
|
| Putnam U.S. Large Cap Growth Equity Concentrated | $80,000 |
(EZQ0304) |
|
| Putnam U.S. Large Cap Value Equity Concentrated | $40,000 |
(EZQ0305) |
|
| Putnam U.S. Mutli-Cap Core Equity Concentrated | $100,000 |
(EZQ0306) |
|
| Putnam U.S. Small Cap Growth Equity | $80,000 |
(EZQ0307) |
|
| Russell Investment Management | |||
|
Contact: Joseph McNally |
Core Conservative Model | $10,000 |
(RIM0301) |
| Core Moderate Model | $10,000 |
(RIM0302) |
|
| Core Balanced Model | $10,000 |
(RIM0303) |
|
| Core Growth Model | $10,000 |
(RIM0304) |
|
| Core Equity Growth Model | $10,000 |
(RIM0305) |
|
| Core Moderate Growth Model | $10,000 |
(RIM0306) |
|
| Core Balanced Growth Model | $10,000 |
(RIM0307) |
|
| Tax Managed Conservative Model | $10,000 |
(RIM0308) |
|
| Tax Managed Moderate Model | $10,000 |
(RIM0309) |
|
| Tax Managed Balanced Model | $10,000 |
(RIM0310) |
|
| Tax Managed Growth Model | $10,000 |
(RIM0311) |
|
| Tax Managed Equity Growth Model | $10,000 |
(RIM0312) |
|
| Tax-Managed Moderate Growth Model | $10,000 |
(RIM0313) |
|
| Tax-Managed Balanced Growth Model | $10,000 |
(RIM0314) |
|
| Hybrid Conservative Model | $10,000 |
(RIM0315) |
|
| Hybrid Moderate Model | $10,000 |
(RIM0316) |
|
| Hybrid Moderate Growth Model | $10,000 |
(RIM0317) |
|
| Hybrid Balanced Model | $10,000 |
(RIM0318) |
|
| Hybrid Balanced Growth Model | $10,000 |
(RIM0319) |
|
| Hybrid Growth Model | $10,000 |
(RIM0320) |
|
| Hybrid Equity Growth Model | $10,000 |
(RIM0321) |
|
| St. James Investment Advisors | |||
|
Contact: Brian C. Mark |
High Dividend Yield | $50,000 |
(SJA0301) |
| Blue Chip Dividend with Income | $50,000 |
(SJA0302) |
|
| Growth | $25,000 |
(SJA0303) |
|
| Moderate | $25,000 |
(SJA0304) |
|
| Conservative | $25,000 |
(SJA0305) |
|
| All Cap Equity | $50,000 |
(SJA0307) |
|
| St. James Investment Company | |||
|
Contact: Larry Redell |
Select Value | $40,000 |
(SJI0301) |
| T. Rowe Price | |||
|
Contact: Nick Nolan |
U.S. Blue Chip Growth Equity SMA | $100,000 |
(TRP0301) |
| U.S. Growth Stock SMA | $100,000 |
(TRP0302) |
|
| U.S. Dividend Growth Equity SMA | $100,000 |
(TRP0303) |
|
| U.S. Select Value Equity SMA | $100,000 |
(TRP0304) |
|
| U.S. Value Equity SMA | $100,000 |
(TRP0305) |
|
| U.S. Large-Cap Equity Income SMA | $100,000 |
(TRP0306) |
|
| WBI Investments | |||
|
Contact: Matt Woehnker |
WBI BullBear Tax-Smart Balanced SMA | $25,000 |
(WBI0301) |
| WBI BullBear Tax-Smart Retirement Income SMA | $25,000 |
(WBI0302) |
|
| WBI BullBear Tax-Smart Dividend Income SMA | $25,000 |
(WBI0303) |
|
| WBI BullBear Tax-Smart Dividend Growth SMA | $25,000 |
(WBI0304) |
|
| WBI BullBear Trend Switch US 1000 | $25,000 |
(WBI0305) |
|
| WBI BullBear Trend Switch US 2000 | $25,000 |
(WBI0306) |
|
| WBI BullBear Trend Switch US 1000 Bond | $25,000 |
(WBI0307) |
|
| WBI BullBear Trend Switch US 2000 Bond | $25,000 |
(WBI0308) |
|
| WBI BullBear Trend Switch US Bond | $25,000 |
(WBI0309) |
|
| Ziegler Capital Management, LLC | |||
|
Contact: Adam Stojanowski |
Red Granite Large Cap Growth | $100,000 |
(ZCM0301) |
Advisory services offered through American Portfolios Advisors, Inc.
An SEC Registered Investment Advisor
Updated December 2023