Apexium Financial LP
Assets Under Management
$3.4B
Number of Clients
739
Number of Advisors
8
Average Client AUM
$4.6M
AUM per Advisor
$422.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Apexium Financial LP provides independent, objective, and comprehensive financial services. Services include investment management (discretionary and non-discretionary), financial planning, consulting, and trustee services, tailored to individual client needs. They also offer access to third-party investment managers, providing a wide range of investment opportunities and asset classes.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Fees may be waived or reduced at the firm's discretion.
Fee Estimator
Apexium's fees are based on a percentage of assets under management, hourly charges, or fixed fees. Investment management fees are based on the provided fee schedule. Financial planning and consulting fees range from $1,000 to $15,000 on a fixed fee basis and/or $250 to $750 on an hourly basis. Investment management clients will also be charged an annual fee of up to $100 per account for technology service and/or supplemental reports. They may waive their minimum fee and/or charge a lesser investment management fee based upon certain criteria.
Areas of Practice
Location
1920 Mckinney Ave., Suite 700, Dallas, TX, 75201