Apex Wealth is dedicated to remaining transparent and keeping your cost in mind. Our fees start at 0.75% annually. We also primarily utilize low-cost ETFs to build our portfolios with lower expense ratios and better tax efficiencies than actively managed mutual funds.
Our client-to-advisor ratio allows us to remain nimble and highly accessible. Your financial advisor is always just a phone call or email away with personal, reliable financial advice. Unlike the larger discount and wirehouse firms, we focus on serving your needs and remaining familiar with your objectives. Talk to a person not a computer. You are treated like family, not an account number.
With universal access to information and research, the playing field has been leveled between the once-advantaged big name firms and independents. Independent firms may now have a competitive edge due to their flexibility and autonomy.
Independents have complete freedom to choose what investments and strategies best meet their clients’ needs and can focus on in-depth, personalized client service rather than new client quotas. As an independent firm, we focus on the quality of our relationships, not the quantity.