Johnathan Britton is a registered investment advisor at Axis Financial, LLC, based in Odon, IN, with 23 years of industry experience. Johnathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 54 clients with $7.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axis Financial offers financial analysis and investment recommendation services. The fee for this service ranges from 0.50% to 1.50% of the assets they manage. The fee is negotiable and based on the complexity of your financial situation. Fees are paid quarterly.
Location
204 West Main Street, Odon, IN, 47562
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 ActivitiesSells Insurance
Johnathan is involved with The Insurance Shop, selling life, health, long-term care, and property & casualty insurance. The time devoted will be split evenly.
Employment History
Current Registrations
Axis Financial, LLC
Previous Registrations
Investment Advisors
Onb Investment Services, 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.