Axis Wealth Partners provides investment management services tailored to individual client needs. Axis also offers financial planning, which includes evaluating a client's financial situation and creating a plan to achieve their goals. Axis may also provide pension consulting services to employee benefit plans and business consulting services. Axis uses outsourced trading services to manage client accounts.
Assets Under Management$290M
Clients704
Advisors8
Avg. per Client$410K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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