Audax Wealth Management offers investment and personal financial management, including personal finance, insurance and risk management, investments, income tax, retirement, and estate planning. Services are tailored to individual needs. Audax specializes in quantitative analysis of investment funds, using academic research. Portfolios are designed to match or outperform common stock market indicators and are diversified across asset classes and the world. Audax does not suggest the purchase of individual securities or highly speculative vehicles.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are not negotiable.