PAX Financial Group offers personalized portfolio management and financial planning services for individuals, high net worth individuals, families, and businesses. The firm operates as a registered investment advisor based in San Antonio, Texas, and manages investments using a team approach and structured asset allocation strategies. PAX provides discretionary and non-discretionary investment management, retirement plan consulting, business exit planning, and third-party separate account management. The firm also recommends Christian and conservative values-based exchange-traded funds for clients interested in values-aligned investing. Investment management services are offered exclusively through a wrap fee program, combining advisory services and transaction execution into a single fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable based on client circumstances, strategies, and household account sizes. Sub-adviser and platform fees may apply in addition to the base advisory fee.