Bill Smith
Bill Smith is a registered investment advisor at Apex Advisory Group, INC., based in Spokane, WA, with 35 years of industry experience. Bill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 1 more. Their firm serves 10 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Fees are negotiable. In addition to Apex's fee, there is a program management fee assessed by the third-party investment management firm, typically ranging from 0.20% to 0.70%.
Fee Estimator
Location
624 W Hastings Rd, Suite 3, Spokane, WA, 99218-2817
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bill sells insurance products under The Apex Group DBA. This activity requires a few hours per week, with some time spent during securities trading hours.
Employment History
Current Registrations
Apex Advisory Group, INC.
Previous Registrations
Questar Asset Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.