Michael Wan is a registered investment advisor at Apperax Capital Management, based in Sharon, MA, with 13 years of industry experience. Michael 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
Assets Under Management
Fee Structure
Apperax Capital Management charges either 2% of your portfolio per year, or 1% of your portfolio plus 20% of the gains. Fees are negotiable. The management fee is charged at the end of each calendar quarter. The performance-based fee is assessed annually.
Location
Sharon, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Apperax Capital Management
State Registrations1 state
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