Axiom Investment Solutions is a registered investment advisor founded in 2015 and based in Doylestown, Pennsylvania. The firm specializes in managing investment portfolios using exchange-traded funds and indexed mutual funds rather than individual stocks or bonds. Axiom Investment Solutions focuses on minimizing internal fund expenses while providing broad market exposure. The firm also offers financial planning and consulting services covering estate plans, taxes, insurance, and retirement. Axiom Investment Solutions is legally required to act in your best interest and does not sell commissioned products or financial securities for extra compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee.