Assets Under Management
$3.4B
Number of Clients
739
Number of Advisors
8
Average Client AUM
$4.6M
AUM per Advisor
$422.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Apexium Financial LP is a full-service wealth management firm providing investment management (discretionary and non-discretionary), financial planning, consulting, and trustee services. They tailor services to individual client needs, considering risk tolerance and financial goals. Clients have access to third-party investment managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Fees may be waived or reduced at the firm's discretion.
1920 Mckinney Ave., Suite 700, Dallas, TX, 75201