Assets Under Management
$728.5M
Number of Clients
2,479
Number of Advisors
14
Average Client AUM
$294K
AUM per Advisor
$52.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
PAX Financial Group provides discretionary and non-discretionary investment management services on a wrap fee basis. They also offer retirement plan consulting services for individuals, high net worth individuals, and small businesses. PAX utilizes third-party software and sub-advisers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 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% |
270 North Loop 1604 East, Suite 200, San Antonio, TX, 78232