Our Services
At Apex Wealth Management, LLC you have the ability to control how much or how little financial advice you need. We offer hourly as well as annual fees.
Our clients have the ability to secure our services by the hour. We can help our clients to plan for a variety of financial goals such as reducing debt faster, building savings plans, investments, retirement planning, IRAs, 401(k) advice, reducing taxes, business planning, estate planning and much more. Hourly planning fees allow the client greater control over how much advice they need as well as the amount of advice they feel they can afford.
Comprehensive Financial Planning Fees:
Our clients have the ability to secure our services for a full year for an annual fee. Comprehensive planning fees allow the clients to maximize the planner-client relationship while also controlling the cost of the advice. The annual fee depends on the complexity of the case and includes a written financial plan that covers budgeting, retirement, tax planning, education, estate planning, and risk management. This fee will be determined at the end of the initial meeting.
We offer asset management for an annual fee. When we manage assets for clients we have access to most mutual fund families, equity stocks, bonds, REITs, CDs, and Options. We use a fundamental approach to investing and look at each clients situation individually. The fee for this service is determined by the size and complexity of each case. Some investments may require additional charges and usually are not included in the annual fee.
Our associates are licensed insurance agents and are able to provide our clients with LIFE, HEALTH, DISABILITY INCOME, and LONG-TERM CARE INSURANCE. Our associates have a number of companies that they can use to fulfill insurance needs and receive a commission from these companies. Our associates only use highly rated companies who are financially sound and have demonstrated an ability to serve their client's needs well.
