Axxcess Wealth Management provides wealth management services, investment portfolio supervision, financial planning, and consulting directly to individuals, families, businesses, and retirement plans. The firm also operates as a third-party asset management platform, offering operational and administrative support, trade execution, and access to independent third-party managers for other registered investment advisors and broker-dealers. Axxcess Wealth Management utilizes a multi-asset class approach, tailoring portfolios using stocks, bonds, exchange-traded funds, mutual funds, structured notes, real estate investment trusts, and alternative investments such as private equity and hedge funds. The firm generally does not impose a minimum relationship size for direct clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.15% to 2.00% depending on portfolio size, scope, and complexity. Fees are negotiable at the advisor's discretion.