Axia Advisory, LLC provides discretionary and nondiscretionary investment management and consulting services for private clients, trusts, estates, charitable organizations, and retirement plans. Founded in 1991 and based in Indianapolis, Indiana, Axia Advisory is a fee-only registered investment advisor legally required to act in your best interest. The firm was recently acquired by Fiducient Advisors LLC, a Wealthspire Company backed by private equity firm Madison Dearborn Partners. Axia Advisory builds customized investment portfolios grounded in Modern Portfolio Theory and the Prudent Investor Rule, emphasizing proper diversification, risk management, and cost reduction. Portfolios are tailored to your specific goals, time horizons, and risk tolerance, and may include customized investment restrictions. While the firm focuses primarily on investment management, incidental financial planning services are typically included, and standalone project-based or ongoing planning is also available.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees apply to discretionary and nondiscretionary investment management and advice. Incidental financial planning is typically included.