Apex Investment Group provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and retirement plans. Apex Investment Group creates customized portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. Financial planning covers investment, retirement, education savings, and insurance needs. Apex Investment Group may recommend independent managers.
Fee Structure
Apex Investment Group provides investment management services as part of its wealth management. The annual fee is up to 1.25% of your portfolio's value. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Apex Investment Group. Fees may be negotiable.