APEX Wealth Management offers investment advice and financial services to individuals, high net worth individuals, charities, profit-sharing plans, and government entities. APEX focuses on developing and executing plans to build and preserve wealth through asset management and financial consulting. They manage investments on a discretionary basis, selecting securities and amounts without client consent, within agreed-upon objectives and risk tolerance. Financial consulting is offered, covering areas like estate planning and retirement needs. The firm also provides retirement plan services, including plan design and investment selection.
Assets Under Management$46M
Clients120
Advisors1
Avg. per Client$380K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
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 may be negotiable based on certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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