Axis Capital Management provides financial planning and investment management services to individuals, high net worth individuals, trusts, and estates. Financial planning covers various topics based on client needs. Investment management is offered on a discretionary basis, tailoring strategies to individual goals and risk tolerance. Portfolio reviews are also available, with recommendations based on client objectives.
Assets Under Management$16M
Clients10
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$16M
www.axiscapmanagement.com ·wealthtender.com/financial-advisors/chris-randall ·www.app.advisorfinder.com/advisor-profile/pmkbl...
Fee Structure
Planning is included in investment management
Axis Capital Management offers investment management services, but the fees are included in the ongoing financial planning fee, which ranges from $8,000 to $15,000 per year. There are no separate fees for investment management.
Loading...