Axiom Investment Solutions offers financial planning and investment management services. Axiom specializes in indexed mutual fund and ETF portfolios. Axiom does not recommend individual equity or bond securities, but will transition existing holdings to ETFs or indexed mutual funds. Axiom offers non-discretionary asset management services, meaning they will obtain your approval before executing any transactions. Other professionals (e.g., lawyers, accountants, insurance agents, etc.) are engaged directly by the client on an as-needed basis.
Assets Under Management$51M
Clients71
Advisors1
Avg. per Client$720K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
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% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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