Joe Giltner is a CFA-designated registered investment advisor at Axio Consulting Group, based in West Columbia, SC, with 12 years of industry experience. Joe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 53 clients with $81M 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 $10.0M | 0.20% |
| $10M+ | 0.20% |
Fees may be negotiable for amounts over $10,000,000. Certain legacy clients are subject to different fee rates for Axio Fiduciary Service and Axio Fiduciary Services Plus.
Fee Estimator
Location
102 Trade Zone Dr., Suite 20A, West Columbia, SC, 29170
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Axio Consulting Group
Previous Registrations
Ccm Investment Advisers, LLC
State Registrations6 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.