Axiom Advisors provides comprehensive financial planning to affluent individuals, using a cash flow-based approach. This involves identifying a client's financial resources and matching them against their cash flow needs. Axiom helps clients implement plan recommendations and provides ongoing consulting regarding the management of their financial resources. Axiom does not manage investments.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services range from $600 to $25,000, depending on the scope and complexity.
- Axiom may provide financial planning or consulting services on an hourly basis. The hourly rate for such services is $200- $625. Administrative work is billed out at an hourly rate of $65.
One-Time Plan:$600 - $25,000
Hourly Rate:$200 - $625/hr
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