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Apex Fiduciary Advisors LLC

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Client assets under management

$47,840,434

Clients

80

28% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

40

Low

Average account size

$598,005

About

The firm provides financial planning, discretionary and non‑discretionary investment management, and qualified plan consulting to individuals, high‑net‑worth clients, families, trusts, estates, businesses, charities, and qualified plans. It reports about $47.8 million in assets under management, with most of those assets held on a non‑discretionary basis.

Portfolios are customized using a strategic asset allocation framework with fifteen target risk allocations and a proprietary methodology; the firm does not use off‑the‑shelf model portfolios and typically pairs investment management with a comprehensive financial plan. It offers both discretionary and non‑discretionary engagement terms, monitors client accounts at least annually, and uses a mix of fundamental, technical, cyclical, quantitative, and qualitative analysis to guide tactical adjustments.

What distinguishes the firm from many peers is its affiliated tax advisory entity and its explicit arrangements with outside insurance carriers and registered broker‑dealers to address clients’ insurance and broker‑dealer product needs, reflecting closer integration of tax and insurance services than is common. The large share of non‑discretionary AUM relative to discretionary AUM also sets its client relationships apart, suggesting many clients retain final trading authority.

Client services

Financial planning Portfolio management

Expertise

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance

Fee options

Fixed

Negotiated fixed fee starting at $600 for basic financial plans up to $5,000 for complex plans

Percentage

$0 - $250,000: 1.75% annually $250,001 - $5,000,000: 1.25% annually $5,000,001 - $10,000,000: 1.00% annually Over $10,000,000+: 0.80% annually

Main office location

Apex Fiduciary Advisors LLC

8500 Greenway Blvd Ste 105

Middleton WI 53562, United States

Number of offices

1

Most active in

More info

Texas · Wisconsin

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 608-644-5055

Advisors at this firm

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Thomas F

Series 63, Series 65

Middleton, WI

Apex Fiduciary Advisors LLC

Thomas Freitag is a financial advisor at Apex Fiduciary Advisors LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. In addition to his advisory role, he owns and operates Apex Fiduciary Tax Advisors, LLC. Apex Fiduciary Advisors serves individuals, families, trusts, businesses, and charities by providing financial planning, qualified plan consulting, and customized investment management. The firm builds portfolios aligned to target risk allocations using strategic asset allocation, offering both discretionary and non-discretionary management.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance
user avatar

Sandra Z

Series 65

Middleton, WI

Apex Fiduciary Advisors LLC

Sandra Zimbric is a financial advisor at Apex Fiduciary Advisors LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Ameriprise Financial. Outside of her advisory role, she serves as Treasurer of the Waunakee Boys Kickers Club. Apex Fiduciary Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, charities, and retirement plans, providing financial planning, qualified plan consulting, and investment management. The firm builds customized portfolios aligned to target risk allocations and offers both discretionary and non-discretionary management, emphasizing coordination of investment, tax, and insurance services.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Long-term care insurance
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