Robert Morella is a PFS-designated registered investment advisor at Apex Capital Management, L.L.C., based in Lafayette, LA, with 18 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 357 clients with $230M 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 $150K | 1.50% |
| $150K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Minimum annual fee of $500 applies. Fees may be discounted or negotiated based on account complexity, asset types, total amount managed, and other factors.
Fee Estimator
Contact
Robert Morella
Location
2901 Johnston St., Suite 401, Lafayette, LA, 70503
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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
Robert is a member of One Robley Drive LLC (real estate rental), Isabella Farms LLC (real estate holdings), Sparo Toy Enterprises LLC (toy manufacturing), and Medispose LLC (medical equipment). He spends minimal time annually on One Robley Drive LLC, Sparo Toy Enterprises LLC, and Medispose LLC, and a few hours per week on Isabella Farms LLC.
Employment History
Current Registrations
Apex Capital Management, L.L.C.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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