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How does the advisor help clients – Key Takeaways:
APEX CAPITAL MANAGEMENT (NEW YORK) LLC is a financial advisory firm that offers expert financial management services to its clients. Through their knowledgeable advisors, the firm provides clients with personalized and comprehensive financial solutions tailored to their specific needs and goals. Their mission is to create a strong financial future for their clients by helping them make informed and strategic decisions.
Facts and Insights
APEX CAPITAL MANAGEMENT (NEW YORK) LLC was founded in 2005 and is headquartered in New York City. They currently have 25 advisors and manage over $500 million in client assets. The firm caters to both individual and institutional clients, providing them with a wide range of financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | Since 2005 |
Financial Services Offered
APEX CAPITAL MANAGEMENT (NEW YORK) LLC offers a comprehensive range of financial services to its clients. These include:
- Investment management and portfolio construction
- Retirement planning
- Tax planning
- Estate planning
- Insurance consulting
- Risk management
- Educational planning
Client Types
The firm caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Family offices
- Charities and non-profit organizations
- Institutional clients
Fees & Compensation
APEX CAPITAL MANAGEMENT (NEW YORK) LLC charges a percentage of assets under management as its fee. The exact fee percentage varies depending on the size and complexity of the client’s portfolio. The firm may also receive additional compensation, such as referral fees or commissions, from third-party vendors for recommending their products or services.
Background
APEX CAPITAL MANAGEMENT (NEW YORK) LLC is led by a team of experienced financial professionals who have backgrounds in finance, accounting, and law. They have a deep understanding of the financial markets and use their knowledge and expertise to guide their clients towards achieving their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, APEX CAPITAL MANAGEMENT (NEW YORK) LLC is required to disclose any potential conflicts of interest to its clients. These may include receiving compensation from third parties, owning stock in recommended companies, or having personal relationships with vendors. The firm takes these disclosures seriously and prioritizes transparency and ethical practices in all of its client relationships.