Apex Advisory Group offers investment advisory services to clients on a discretionary or non-discretionary basis. Apex uses third-party money managers for investment strategy and asset selection. Apex reviews a client's investments, develops a strategy, recommends a plan, and implements and monitors the portfolio. Apex provides quarterly written reports and annual meetings to discuss the portfolio.
Assets Under ManagementN/A
Clients10
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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