Thomas Marki
Thomas Marki is a registered investment advisor at Axiom Founders Family Office, INC., based in Scottsdale, AZ, with 13 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 31 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AXIOM Founders Family Office charges up to 2.5% of your portfolio value per year for investment management. This fee is paid quarterly, in advance. Fees may be negotiable. Some clients may contract for investment advice based on a fixed fee, not to exceed 2.5% of assets under management, calculated on an annual basis.
Location
7373 Doubletree Ranch Road, Suite 170, Scottsdale, AZ, 85258
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
Thomas is an insurance producer at Axiom Risk Management, LLC since August 2022, dedicating a few hours per week to insurance production activities.
Employment History
Current Registrations
Axiom Founders Family Office, INC.
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Ing Financial Partners, INC.Broker
Ing Financial Advisers, LLCBroker
State Registrations2 states
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.