Axia Asset Management, LLC offers ongoing portfolio management services tailored to each client's specific goals, objectives, time horizon, and risk tolerance. The firm creates a personalized investment policy statement for every client and manages portfolios across a range of investments, including mutual funds, fixed income securities, equities, exchange-traded funds, and private placements. Axia Asset Management operates as a registered investment adviser and is legally required to act in your best interest. The firm requires a minimum investment of $5 million, which can be waived at its discretion. Account reviews are conducted monthly, and clients receive regular monthly statements directly from their custodian.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Minimum account size of $5,000,000 may be waived at the firm's discretion.