Apexedge LLC offers investment management services to individuals and other clients, giving them the authority to make trades in your portfolio without asking first. The firm operates on a fee structure where clients pay a percentage of the value of their portfolio, with a maximum annual fee rate of 2.00%. Apexedge LLC partners with platforms like Envestnet and Altruist to manage accounts, and fees can be billed either quarterly in advance or monthly in arrears. In addition to managing investments, representatives of Apexedge LLC may also be licensed to sell insurance products for standard commissions, creating a potential conflict of interest that the firm manages by disclosing the arrangement and putting your best interests first. Clients are never required to purchase insurance products through the firm. Apexedge LLC does not take custody of your money, leaving your funds with qualified custodians, and does not vote proxies on your behalf.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum advisory fee rate shall not exceed 2.00% per annum. Specific fees are agreed upon in the Investment Advisory Agreement using tiered or flat structures.