Axia Asset Management offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. Axia creates an Investment Policy Statement for each client and may use model portfolios. Axia generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$71M
Clients9
Advisors1
Avg. per Client$7.9M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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