Auxi Asset Management offers investment management and portfolio management services. They use a multi-strategy approach, combining different asset classes to balance risk and return. Strategies include Opportunistic Growth, Moderate Growth, Strategic Income, and Customized. Auxi primarily manages investments on a discretionary basis, but may also offer non-discretionary advice.
Assets Under Management$99M
Clients60
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Auxi Asset Management charges an annual fee based on the value of your investments. The exact percentage is agreed upon when you become a client. While their preferred minimum account size is $500,000, they may accept smaller accounts but charge higher fees, ranging from 1% to 2% annually.
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