Apex Capital Management

Apex Capital Management at a glance

• One of 63 fee-only firms based in Louisiana in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the PFS.
• Its Form ADV reports 7 employees and 332 individual clients, 116 of them high net worth.
• Its average account is about $369,000 (assets it manages divided by its 611 accounts).

Fee-only advisors in Louisiana

Facts

Apex Capital Management fees

Apex Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (3)

• Charles Duchamp

• Jo Ellen Kearny

  PFS

• Robert Morella

  PFS