John Alexander is a registered investment advisor at Apex Capital Management LLC, based in Anderson, SC, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.80% |
| $1.5M+ | 0.60% |
In addition to the basic fee, Apex charges a performance fee equal to 20% of the Excess Earnings for the quarter. Apex may, in its sole discretion, waive or reduce the basic fee and/or performance fee for investors that are principals, employees, or affiliates of Apex, or relatives of such persons or others.
Fee Estimator
Location
Anderson, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a Professor of Finance at Clemson University since 1990. He also serves as the Chief Investment Officer for the Clemson University Foundation since 2003.
Employment History
Current Registrations
Apex Capital Management LLC
State Registrations1 state
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