Advisor at Apex Capital Management, L.L.C.
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Firm
Apex Capital Management, L.L.C.
Location
Lafayette, LA 70503
Credentials
Series 65
Industry experience
2 years
Stephen Morella is a financial advisor at Apex Capital Management, L.L.C. in Lafayette, LA, with two years of industry experience. He holds a Series 65 designation and has previously worked at Morella & Morella, LLC, Arsement Redd & Morella, LLC, and Bank of Louisiana. Apex Capital Management serves individuals, retirement plan sponsors and participants, trusts, and business entities by offering financial planning, asset management, retirement-plan consulting, and annuity product management. The firm’s investment process uses fundamental analysis and managed accounts through third-party platforms, providing both discretionary and non-discretionary portfolio 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
Morella & Morella, LLC
2024 - Present (2 years)
Arsement Redd & Morella, LLC
2019 - 2024 (5 years)
Bank of Louisiana
2019 - 2019 (1 year)
Full Time Student
2012 - 2019 (7 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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