Joshua Walcher is a registered investment advisor at Axion Capital Markets, LLC, based in Oklahoma City, OK. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual fee is 1.00% for the first $1 million. Reduced fees are negotiable for accounts with more than $1,000,000 based on account size, complexity, and services provided.
Fee Estimator
Location
500 N Meridian Ave Ste 100-C, Oklahoma City, OK, 73107
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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 →Employment History
Current Registrations
Axion Capital Markets, LLC
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.
Exams
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