Apex Capital Management offers portfolio management using a quantitative model focused on the Dow Jones Industrial Average (DJIA). The firm aims to exceed the S&P 500 return with similar risk, potentially using leverage. Apex also provides consulting services on investment governance, policy, asset allocation, and risk management to wealthy individuals and institutions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.80% |
| $1.5M+ | 0.60% |
In addition to the basic fee, Apex charges a performance fee equal to 20% of the Excess Earnings for the quarter. Apex may, in its sole discretion, waive or reduce the basic fee and/or performance fee for investors that are principals, employees, or affiliates of Apex, or relatives of such persons or others.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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