Apex Strategic Wealth offers investment management and financial planning services. Clients can choose both services or either one individually. For investment management, Apex creates personalized strategies based on client goals, risk tolerance, and time horizon. They primarily advise on stocks, bonds, and other securities. Financial planning covers areas like taxes, investments, insurance, retirement, and estate planning. Apex also hosts educational seminars.
Assets Under Management$290M
Clients604
Advisors7
Avg. per Client$480K
Avg. per Advisor$42M
Fee Structure
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.55% |
| $5.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.90% |
| $50M+ | 0.80% |
Clients may be charged higher or lower fees than the fee schedule above. Some clients may be charged an overall flat percentage rather than blended. An annual fee of up to $65 may be assessed on all accounts to cover technology costs.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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