Apex Wealth Management provides investment management and financial consulting services to individuals, high-net-worth clients, and businesses. Apex Wealth Management creates personalized investment strategies based on each client's specific goals, time horizons, and risk tolerance, using Modern Portfolio Theory to build diversified portfolios. In addition to managing investments directly, Apex Wealth Management offers hourly financial consulting for specific topics like retirement strategies, estate preservation, and tax planning, as well as investment monitoring services. Apex Wealth Management is led by Ellis Sloan and operates out of Searcy, Arkansas.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.20% |
Fees for amounts over $1,000,000 are negotiable. Cash is included in asset calculations. Other programs include investment monitoring at 0.50% for $100K-$500K and 0.30% for $500K-$1M.