Az Apice Capital Management LLC

AZ Apice Capital Management LLC, established in 2015, is a financial advisor firm based in Miami, Florida. The firm specializes in offering fee-based investment advice, consulting, and related wealth and corporate advisory services to individuals, high net worth clients, companies, and charitable organizations. Their services include discretionary and non-discretionary investment advisory, portfolio management, investment consulting, and general wealth management. Clients have the option to choose from a range of investment management services tailored to their needs. The firm's investment advice can be provided on either a discretionary or non-discretionary basis. Clients have the final decision on investment selection in non-discretionary accounts, while in discretionary accounts, Apice can make final investment decisions under a limited power of attorney. The firm does not act as a custodian of client assets, ensuring clients maintain control over their assets. AZ Apice Capital Management LLC has a minimum account size of $100,000, with the discretion to waive this requirement under certain circumstances. The firm's fee structure includes a percentage of assets under management, hourly charges, or fixed fees, with fees billed quarterly. Clients have the option to place reasonable restrictions on the type of investments held in their portfolio. The firm's investment strategies are based on client objectives and goals, with a focus on asset allocation and risk management. They utilize various security analysis methods and sources of information to inform their investment decisions. Clients are provided with periodic account reviews and performance reports to ensure alignment with their financial goals. AZ Apice Capital Management LLC operates as a fiduciary, acting in the best interests of its clients. The firm has a Business Continuity Plan in place to ensure operational resilience in the event of disruptions. Additionally, the firm maintains an Information Security Program to protect client data and privacy. Clients can access their Privacy Policy for details on how their personal information is collected, used, and protected.