Apex Fiduciary Advisors provides financial planning and investment management services to individuals, high net worth individuals, families, trusts, estates, businesses, and charities. Apex Fiduciary Advisors offers both discretionary and non-discretionary investment management services. Financial plans are recommended but not required for investment management clients. Apex Fiduciary Advisors creates customized portfolios for clients based on their individual needs and risk tolerance.
Assets Under Management$41M
Clients56
Advisors2
Avg. per Client$740K
Avg. per Advisor$21M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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