Apex Capital Management offers personalized investment advice, including financial planning, consultations, and asset management. Financial planning helps clients set long-term financial goals through investments, tax planning, and retirement planning. Asset management provides ongoing supervision of client accounts, making trades to align with client goals. Apex also offers retirement plan consulting services to plan sponsors and participants.
Assets Under Management$220M
Clients317
Advisors4
Avg. per Client$680K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees may be discounted or negotiated based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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