Axiom Wealth Strategies offers ongoing investment management based on individual client needs. They create and manage portfolios based on a client's personal investment policy. They also provide financial planning services, evaluating a client's current and future financial state to help them achieve their goals. Financial plans can address personal, tax, cash flow, investment, retirement, death, disability, and estate matters.
Assets Under Management$100M
Clients250
Advisors2
Avg. per Client$400K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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