Axiom Asset Management offers investment advice and manages investment portfolios for individuals, high-net-worth individuals, and businesses. Axiom's approach involves understanding each client's unique financial situation and goals to create customized investment strategies. They primarily use equity, fixed income, and cash instruments. Axiom may also provide financial planning services, including retirement, education, insurance, and estate planning.
Assets Under Management$800M
Clients598
Advisors6
Avg. per Client$1.3M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Axiom Asset Management charges an annual fee based on a percentage of the value of your investments. The fee is charged quarterly.
- Equity Portfolios:
- Up to 1.25% for assets below $250,000
- Up to 1% for assets below $2,500,000
- Negotiable for assets above $2,500,000
- Fixed Income Portfolios:
- Up to 0.70% for assets over $100,000
The fees do not include custody fees or other costs associated with securities transactions.
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