Joel Barlow is a CFP-designated registered investment advisor at Apex Wealth Advisors LLC, based in Anthem, AZ, with 23 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 269 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apex Wealth Advisors uses sub-advisers or co-advisers to manage your investments and charges a maximum annual fee of 2.25% of your portfolio, which includes the sub-adviser's fee. This fee is negotiable. The sub-adviser or co-adviser calculates and deducts the fee monthly based on the average daily market value of your investments. You'll authorize the sub-adviser or co-adviser to deduct the fee directly from your account or receive a bill.
Location
Anthem, AZ
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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 ActivitiesSells Insurance
Joel is an insurance agent involved in insurance sales, spending nearly full-time on this activity. He is also a part owner of The Barlow Firm, providing tax and accounting services, dedicating about a quarter of his time.
Employment History
Current Registrations
Apex Wealth Advisors LLC
Previous Registrations
Ae Wealth Management, LLC
Cantor Fitzgerald & CO.Broker
Bgc Financial, L.P.Broker
Realty Capital Securities, LLCBroker
Sunamerica Capital Services, INC.Broker
Riversource Distributors, INC.Broker
Hartford Life Distributors, LLCBroker
State Registrations4 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.