Apex Quantitative Group uses a machine learning system to score securities and build investment portfolios for clients. Apex focuses on risk-mitigated portfolios of U.S. equities, rebalancing monthly. Clients can impose restrictions on investments and select the models used for their accounts. Apex does not participate in wrap fee programs.
Assets Under Management$1.7M
Clients6
Advisors1
Avg. per Client$280K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The Management Fee is negotiable based upon certain criteria, such as historical relationship, anticipated future additional assets, and total household assets to be managed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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