Apex Wealth Management (AWM) offers investment management and financial planning services. Investment management involves creating and managing portfolios based on a client's goals, risk tolerance, and time horizon. Financial planning covers areas like retirement, college, and tax planning. AWM generally invests in mutual funds, stocks, bonds, and ETFs. Clients can place restrictions on investments, but AWM may terminate the relationship if those restrictions hinder their ability to manage the account.
Assets Under Management$29M
Clients21
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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