Apex Wealth Management offers investment advice to individuals and high net worth individuals. As a fiduciary, Apex is legally required to act in your best interest. Services include wealth management, investment management using exchange-traded funds, individual stocks and mutual funds, and financial planning covering investments, retirement, taxes, and estate planning. Apex may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$190M
Clients114
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$96M
www.apexwealthnh.com ·www.linkedin.com/in/christinekellercfpcmp ·www.linkedin.com/in/derek-c-deangelis-a0985b65
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.55% |
Fees may be adjusted at the discretion of the Advisor based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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