Axiom Private Wealth offers wealth management services, including investment management and financial planning, to individuals and high net worth individuals. APW creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using mutual funds and exchange-traded funds. Financial planning services are included with wealth management and cover areas like retirement, education, and insurance needs. APW may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$59M
Clients41
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable at the sole discretion of Axiom Private Wealth.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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