Axon Consulting Inc. is a fee-based investment advisor offering portfolio management services to individual investors. Axon reviews client portfolios and recommends adjustments to improve risk or return. Clients are responsible for making their own trades. Axon focuses on exchange-listed stocks, mutual funds, index funds, exchange-traded funds (ETFs), stock options, and bonds. Axon monitors client portfolios daily and provides quarterly written reports.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Axon Consulting charges a flat fee of $25 per quarter (every 3 months). If you end the service during a quarter, you'll be charged a prorated amount for the time you used the service.
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Location
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