APEX Wealth Management LLC

Wealth Management Firm in New London, NH

Firm Info
Address: 1 Hardy Rd, Bedford, NH 03110, USA
Phone: (603) 488-2475

Firm Size
Assets Under Management: $106.5 million
# of Advisors: 1
# of Clients: 184
Client to Advisor Ratio: 184:1
Average Account Size: $578,913
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Apex Wealth Management, LLC Overview

APEX WEALTH MANAGEMENT, LLC is a fee-only Registered Investment Advisory (RIA) firm that specializes in providing investment advice. Headquartered in Bedford, NH, the firm was established in 2021 and has been providing investment advisory services to clients since then. As a fee-only firm, APEX does not receive commissions or compensation from the sale of investment products, but instead receives payment based on a percentage of assets under management. The firm provides a range of services to its clients, including financial planning, portfolio management for individuals and small businesses, and guidance on the selection of other advisors. Through its financial planning services, APEX takes a comprehensive approach, taking into consideration clients' financial goals, risk appetite, and timeline. Its portfolio management services incorporate client-specific investment strategies that align with their goals and risk tolerance. At APEX WEALTH MANAGEMENT, LLC, the focus is on providing clients with personalized service and tailored financial advice. The firm's experienced investment professionals strive to help clients achieve their financial objectives and make informed investment decisions. By offering a range of services and solutions to meet clients' unique needs, APEX WEALTH MANAGEMENT, LLC has become a trusted partner for individuals and small businesses looking to grow their wealth and achieve financial success.

APEX WEALTH MANAGEMENT, LLC prides itself on catering to a diverse clientele, including both individuals and high net worth individuals. The firm recognizes that every client has unique financial goals and aspirations, and its team of experienced financial planners stands ready to provide personalized advice and guidance to help clients achieve their objectives. In terms of fee structures, APEX WEALTH MANAGEMENT, LLC offers a range of options dependent on the services provided. For clients who are interested in comprehensive wealth management services, the firm charges a percentage of assets under management (AUM). This approach aligns the firm's interests with those of its clients, as it incentivizes APEX WEALTH MANAGEMENT, LLC to grow clients' portfolios and generate positive returns. For clients who require more limited services - such as investment advice or retirement planning - the firm may charge a fixed fee that reflects the scope of the work involved. Regardless of the fee structure used, APEX WEALTH MANAGEMENT, LLC is committed to transparency and strives to ensure that its clients fully understand the costs associated with the services they receive.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Apex Wealth Management, LLC mentions their investment minimum as follows: "The minimum account size for our services is $500,000. However, we may waive this requirement at our discretion." This indicates that the firm generally requires a minimum investment of $500,000 but may make exceptions in certain cases.

How This Office Can Help New London, NH Residents

APEX Wealth Management LLC is a full-service financial planning and investment management firm that assists clients in New London, NH with all aspects of their financial lives. With extensive expertise in investment management, retirement and estate planning, risk management, tax planning, and more, the firm offers individualized services that are tailored to each client’s unique needs and goals. By taking a comprehensive approach to financial planning, APEX helps its clients achieve financial security, regardless of what financial situations they may be facing. Clients in New London, NH may be facing various financial situations, such as retirement planning, college planning, and debt management. Many clients may be nearing retirement age and are looking for ways to maximize their retirement savings while minimizing their tax liabilities. APEX can assist with creating a customized retirement plan that takes into account the client's retirement goals, lifestyle, and risk tolerance. Additionally, clients with college-bound children may be seeking ways to pay for their children's education without taking on excessive debt. APEX can help families create a college savings plan that is tailored to their financial situation and goals.


Services Offered by Apex Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Apex Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1 Hardy Rd, Bedford, NH 03110, USA
Phone (603) 488-2475
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 1 HARDY RD, #400, BEDFORD, NH 3110, United States

This firm has no other locations.

State Registrations

Apex Wealth Management, LLC is registered to service clients in the following states:

  • Massachusetts
  • New Hampshire

Disciplinary History

Apex Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.