Apex Retirement Advisors provides comprehensive wealth management and retirement planning services for individuals, families, personal trusts, and estates. Apex Retirement Advisors focuses on helping clients build tax-free retirement income streams, manage investment portfolios, and navigate risk management, tax planning strategies, estate planning, and philanthropic giving. Apex Retirement Advisors works closely with clients' accountants and attorneys to implement strategies, though Apex Retirement Advisors does not directly provide legal or tax preparation services. Portfolios are managed through third-party investment managers, and accounts are custodied with Altruist. Apex Retirement Advisors also offers retirement plan consulting services to small businesses, assisting plan sponsors and participating employees with investment selections and planning guidance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $8.0M | 0.75% |
| $8M+ | 0.75% |
Fees for household accounts over $8,000,000 are negotiable. Retirement Plan Consulting clients may choose to pay a flat fee between $1,000 and $5,000 annually instead of an asset-based fee.