Advisor at APEX Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
APEX Wealth Management
Location
Searcy, AR
Credentials
CFA®, Series 63
Industry experience
28 years
Fixed project cost for consulting, negotiable based on nature and complexity
$50,000 - $250,000: 1.45% annually $250,000 - $500,000: 1.35% annually $500,000 - $1,000,000: 1.20% annually $1,000,000+: Negotiable
$175 per hour for financial consulting if not obtaining asset management services
Account minimum: $50,000 (may be negotiable based on certain circumstances) Fee-only: Hourly consulting at $175/hour or fixed project cost, negotiable depending on complexity
EMS, Inc. d/b/a Apex Wealth Management
2017 - Present (9 years)
Kernodle & Katon Tax and Asset Management Group
2015 - 2017 (2 years)
Harding University
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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