Apex Research and Investments, LLC manages a fund with the primary goal of capital appreciation. The fund invests in mid-cap companies and uses strategies like short selling, options, and margin to increase returns. The firm's investment decisions are made by Mark A. Plummer. The fund does not invest in commodities or futures contracts, but may take positions in equity funds for hedging purposes.
Assets Under Management$94M
Clients11
Advisors1
Avg. per Client$8.5M
Avg. per Advisor$94M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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