Axia Wealth Management provides ongoing portfolio management, financial planning, and retirement plan consulting for individuals, families, businesses, trusts, and retirement plans. Axia Wealth Management builds personalized investment portfolios primarily using passively managed mutual funds and exchange-traded funds based on Modern Portfolio Theory, focusing on long-term asset allocation. In addition to managing investments, Axia Wealth Management offers financial planning covering retirement, taxes, estate planning, insurance, college funding, and business planning. Clients can choose comprehensive wealth management which includes financial planning, or portfolio management only services. Axia Wealth Management also coordinates estate planning document preparation through a partner firm and offers hourly consulting for specific financial questions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.