Christine Keller is a CFP-designated registered investment advisor at Apex Wealth Management, LLC, based in Bedford, NH, with 4 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 114 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.55% |
Fees may be adjusted at the discretion of the Advisor based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.
Fee Estimator
Location
1 Hardy Rd, #400, Bedford, NH, 03110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christine works as a loan officer for Supreme Lending, assisting clients with mortgage loan options. This investment-related activity takes about a quarter of her time.
Employment History
Current Registrations
Apex Wealth Management, LLC
Previous Registrations
Strategic Advisers, INC.
Strategic Advisers, INC.
State Registrations1 state
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