AXIOM Founders Family Office offers investment advice and financial planning. They manage portfolios based on client objectives, using a tactical allocation strategy. Financial planning includes retirement, tax, cash flow, and estate planning. They also offer personal chief financial officer services and a 'Founder's Stress Test' to review a family's financial situation. AXIOM may recommend unaffiliated money managers through third-party programs.
Fee Structure
AXIOM Founders Family Office charges up to 2.5% of your portfolio value per year for investment management. This fee is paid quarterly, in advance. Fees may be negotiable. Some clients may contract for investment advice based on a fixed fee, not to exceed 2.5% of assets under management, calculated on an annual basis.