Apex Capital Management Ltd. provides investment supervisory and discretionary advisory services for separately managed accounts. Apex Capital Management designs diversified portfolios aimed at achieving positive returns with lower volatility than traditional markets, utilizing fundamental and technical analysis, quantitative methods, and asset rebalancing. Additionally, Apex Capital Management evaluates and recommends third-party asset managers to handle the day-to-day management of client accounts, matching managers to client objectives and risk tolerance. The firm primarily serves individuals, trusts, small businesses, and qualified accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees range from 0% to 2% annually. For accounts managed by third-party asset managers, total fees range from 1% to 2% with Apex Capital Management receiving a portion ranging from 0% to 90% of the total fee.