Apex Wealth Advisors provides financial planning and investment management services. Financial planning covers various topics like net worth, cash flow, tax, insurance, retirement, and college savings. For investment management, Apex creates customized portfolios using model portfolios and sub-advisers. Apex monitors the sub-advisers and can reallocate assets as needed. Apex also offers estate planning services through a partnership with Wealth.com.
Fee Structure
Apex Wealth Advisors uses sub-advisers or co-advisers to manage your investments and charges a maximum annual fee of 2.25% of your portfolio, which includes the sub-adviser's fee. This fee is negotiable. The sub-adviser or co-adviser calculates and deducts the fee monthly based on the average daily market value of your investments. You'll authorize the sub-adviser or co-adviser to deduct the fee directly from your account or receive a bill.