Jorge Guzman is a registered investment advisor at Axos Invest, INC, based in San Diego, CA, with 3 years of industry experience. Jorge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,764 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axos Invest charges a fee for managing your investments, called a Model Fee. This fee covers the cost of asset allocation and the investment portfolio itself. The Model Fee includes brokerage commissions and transaction fees. The fee is calculated quarterly based on your average daily balance. There is also a $40 minimum annual account fee, charged quarterly ($10 per quarter). If your Model Fee is less than $10 in a quarter, Axos Invest will charge you the difference to meet the minimum.
Location
4350 La Jolla Village Dr, Ste 140, San Diego, CA, 92122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Axos Invest, INC
Axos Invest LLC
Axos Invest LLCBroker
State Registrations51 states
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