Axim Planning & Wealth provides investment management services where they manage client investments based on their goals and risk tolerance. They may also hire other investment advisors to manage client assets. Axim Planning & Wealth also offers financial planning services, which may include a review of wills, estate plans, investments, taxes, retirement income, and college planning. Clients may pay up to $1000 for access to Estately's software for self-preparation of wills or trusts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.25% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).