Joseph Bakaysa is a registered investment advisor at Apex Investment Group, based in Hudson, MA, with 15 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 754 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apex Investment Group provides investment management services as part of its wealth management. The annual fee is up to 1.25% of your portfolio's value. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Apex Investment Group. Fees may be negotiable.
Location
145 Main St, Hudson, MA, 01749
Get directionsHistory
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
Joseph is a licensed insurance agent, dedicating minimal time to insurance sales and implementation of recommendations. He is also a Notary Public in Massachusetts, spending minimal time witnessing signatures, and an investment advisor representative for Apex Investment Group, LLC and The Patriot Financial Group, LLC.
Employment History
Current Registrations
Apex Investment Group
Previous Registrations
Cetera Financial Specialists LLCBroker
The Patriot Financial Group, LLC
Securities America, INC.Broker
Citizens Securities, INC.
Citizens Securities, INC.Broker
Waddell & Reed, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Lincoln Financial Securities CorporationBroker
Pruco Securities, LLC.Broker
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.