Axio Consulting Group provides investment advice to retirement plans, pension plans, and profit-sharing plans. Axio offers discretionary portfolio management services, including selecting and monitoring fund options. Axio also provides non-discretionary consulting services, such as providing a list of approved investment alternatives. Axio offers retirement plan services, including enhanced education and enrollment support, guided online enrollment, and sponsor fiduciary training.
Assets Under Management$81M
Clients53
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.20% |
| $10M+ | 0.20% |
Fees may be negotiable for amounts over $10,000,000. Certain legacy clients are subject to different fee rates for Axio Fiduciary Service and Axio Fiduciary Services Plus.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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