Axis Financial, LLC offers investment advisory services including financial planning, financial analysis and investment recommendations, selection of third-party advisors, and pension consulting. Axis Financial primarily recommends exchange traded funds for accounts below $25,000. Larger accounts are typically referred to third party asset management programs. The firm's services are tailored to individual client needs and financial situations.
Assets Under Management$7.7M
Clients54
Advisors1
Avg. per Client$140K
Avg. per Advisor$7.7M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$400
Axis Financial offers financial analysis and investment recommendation services. The fee for this service ranges from 0.50% to 1.50% of the assets they manage. The fee is negotiable and based on the complexity of your financial situation. Fees are paid quarterly.
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