Apexedge provides financial planning and consultation services, including full financial plans and assistance with individual financial topics. For asset management, Apexedge partners with ARIA Wealth Management to access third-party money managers through Envestnet. Apexedge helps clients select appropriate managers and portfolios based on their needs and has the authority to change managers if necessary. Kirk Bond is the owner of Apexedge.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Apexedge's annual fee may be negotiable. Accounts within the same household will be combined for a reduced fee. The Envestnet Platform fee will not exceed 1.00%, with the exact total fee dependent on which Third Party Manager is being used and the amount of assets being invested. Additional minimum fee charges may apply if the Client account drops below the required minimum in any of the investment programs.