Jane Mcauliffe is a registered investment advisor at Axis Wealth Partners, LLC, based in East Greenwich, RI, with 15 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 704 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Location
670 Main Street, Suite C-4, East Greenwich, RI, 02818
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jane is a Certified Divorce Financial Analyst and provides financial planning, analysis, accounting, and financial advisory services in divorce proceedings through Collaborative Divorce Strategies. Clients of Axis Advisors LLC are not required to use these outside services.
Employment History
Current Registrations
Axis Wealth Partners, LLC
Previous Registrations
Forbes Financial Planning, INC.
Banc of America Investment Services, INC.
Quick & Reilly, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.