Axion Financial Group offers portfolio management based on individual client goals, objectives, time horizon, and risk tolerance. They create investment policy statements for each client. Axion Financial Group also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debit/credit planning. Axion Financial Group may direct clients to third-party investment advisors.
Assets Under Management$47M
Clients36
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...