Apex Retirement Advisors offers wealth management services using a proprietary methodology that focuses on your values and principles. Apex provides retirement planning, investment advice, risk management, tax planning, and estate planning assistance. Apex may recommend sub-advisors to manage your investment portfolio and assists with asset allocation in accounts held elsewhere, like your 401k. Apex also offers retirement plan consulting services to small businesses.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $8.0M | 0.75% |
| $8M+ | 0.75% |
Fees for household accounts over $8,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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