Audax Wealth Management

Fee-Only (% of Portfolio)

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.

Assets Under Management$200K
Clients3
AdvisorsN/A
Avg. per Client$67K
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are not negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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Audax Wealth Management | TrueAdvisor