Joseph Charles is a registered investment advisor at Apex Investment Group, based in Hudson, MA. 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
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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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Apex Investment Group
State Registrations1 state
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