Daxmar Advisors is an investment management firm that manages client accounts by selecting common stocks, closed-end funds (CEFs), and exchange-traded funds (ETFs) to meet investment goals. They use fundamental research and technical analysis to make investment decisions. Daxmar Advisors does not specifically engage in financial planning services, but reserves the right to offer such services on a case-by-case basis. The firm manages taxable, tax-deferred, and tax-free accounts.
Fee Structure
Daxmar Advisors charges a percentage of the value of your investments each quarter. These fees are deducted directly from your account. The annual fee is calculated as follows:
Regular Client Billing
- $250,000 - $500,000: 1.50%
- Next $500,000: 1.25%
- $1,000,000 - $5,000,000: 1.00%
- Over $5,000,000: 0.85%
Small Account Billing
- First $50,000: 2.50%
- Next $50,000: 2.25%
- $100,000 - $175,000: 2.00%
- $175,001 - $250,000: 1.75%
Municipal Models Client Billing
- Accounts $1,500,000 to $3,000,000: 0.50%
- Accounts over $3,000,000: 0.39%
The firm has a household minimum investment value of $250,000. Senior management reserves the right to offer discounted fees or account minimums for clients. The maximum fee allowed is 2.50% annualized of the account’s present value.