Timothy Chambliss is a registered investment advisor at Axius Advisors LLC, based in Saint Charles, MO, with 10 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,231 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AXIUS Advisors offers investment management services where you pay a percentage of your portfolio's value each year. There appear to be two different fee schedules, but it's unclear which one applies to which clients:
Schedule 1:
- Up to $750,000: 1.25% per year
- $750,001 - $1,250,000: 1.00% per year
- $1,250,001 - $2,500,000: 0.75% per year
- $2,500,001 and up: 0.50% per year
Schedule 2:
- Up to $100,000: 1.75% per year
- $100,001 - $250,000: 1.50% per year
- $250,001 - $500,000: 1.25% per year
- $500,001 - $1,000,000: 1.00% per year
- $1,000,001 - $2,000,000: 0.75% per year
- $2,000,001 and up: 0.50% per year
AXIUS Advisors may also charge a flat fee of up to 1.75%. These fees are negotiable.
Location
2085 Blue Stone Drive, Saint Charles, MO, 63303
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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
Timothy is an advisory representative of a Registered Investment Advisor (RIA) and a Registered Representative of Cambridge Investment Research, spending nearly full-time on these activities. He also operates under the DBA name Axius Financial as an Investment Advisor Representative (IAR).
Employment History
Current Registrations
Axius Advisors LLC
Previous Registrations
Private Client Services, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 states
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