Apex Tax & Financial Planning provides personalized financial planning to individuals, businesses, and trusts. Services include determining financial objectives, cash flow management, tax planning, investment management, education funding, retirement planning, and estate planning. Apex may also provide wealth management and investment advisory services through managed accounts. A related company, Apex Tax & Financial Solutions, offers tax preparation services.
Assets Under Management$24M
Clients21
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$24M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.50% |
These are the Active Management fees. Passive Management fees are: First $500,000: 0.50% per year, Next $500,000: 0.40% per year, Over $1 million: 0.30% per year. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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