Apex Strategic Wealth, LLC

Apex Strategic Wealth, LLC is a SEC-registered investment adviser based in Chattanooga, Tennessee, established in 2020. The firm offers a Wrap Fee Program providing portfolio management services tailored to individual client needs. Clients have the opportunity to place restrictions on investments and retain ownership of securities. Fees are negotiable, with an initial financial plan fee of 0.20% of total assets and an annual fee ranging from 0.80% to 2.25% based on assets under management. The firm charges fees quarterly in advance and covers advisory services, brokerage fees, and administrative expenses. Clients can participate in various programs like Manager Access Select, Optimum Market Portfolios, and Guided Wealth Portfolios, each with different minimum account sizes. Apex Strategic Wealth, LLC serves individuals, high net worth individuals, institutions, retirement plans, trusts, estates, corporations, and charitable organizations. The firm's investment advisers assist in developing client profiles, selecting portfolio managers, and conducting ongoing reviews. The firm's Code of Ethics ensures high ethical standards and prohibits engaging in principal transactions. Clients receive quarterly performance reports and account statements. Apex Strategic Wealth, LLC does not engage in solicitation or accept compensation for client referrals. The firm does not require prepayment exceeding $1200 or have any bankruptcy history in the past ten years.