Advisor at Apex Capital Management, L.L.C.
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Firm
Apex Capital Management, L.L.C.
Location
Lafayette, LA 70503
Credentials
PFS™, Series 66
Industry experience
17 years
Robert Morella is a financial advisor at Apex Capital Management, L.L.C. with 17 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Apex since 1999, as well as at Morella & Morella, LLC and Arsement, Redd & Morella, LLC. Outside of his advisory role, he is involved in several business ventures, including toy manufacturing and medical equipment through Sparo Toy Enterprises, LLC and Medispose, LLC. Apex Capital Management serves individuals, retirement plan sponsors, trusts, and business entities by offering financial planning, asset management, and retirement-plan consulting. The firm’s investment approach is based on fundamental analysis and utilizes third-party platforms for managed accounts, with additional services including fiduciary and non-fiduciary retirement plan advice and annuity product management.
Based on Apex Capital Management, L.L.C.
Based on Apex Capital Management, L.L.C.
Fixed dollar amount fees for asset management and annuity product management may be negotiated from $500 to $50,000.
$0.00 - $150,000.00: 1.50% $150,000.01 - $500,000.00: 1.25% $500,000.01 - $1,000,000.00: 1.00% $1,000,000.01 - $3,000,000.00: 0.85% $3,000,000.01+: 0.75%
$285 per hour for segmented financial planning and consultations.
Minimum fee: Minimum fee for asset management services is $500 annually; minimum fee for segmented financial planning is $285; minimum fee for a comprehensive financial plan is $2,500. Fee-only: Financial planning and consulting fees charged hourly at $285 per hour; minimum comprehensive plan fee $2,500.
2901 Johnston St., Suite 401
Lafayette, LA 70503
Louisiana · Texas
Morella & Morella, LLC
2024 - Present (2 years)
Apex Capital Management, LLC
1999 - Present (27 years)
Arsement, Redd & Morella, LLC
1988 - 2024 (36 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
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