Aksum Wealth, LLC

Fixed/Hourly

Aksum Wealth, LLC offers hourly financial planning services. These services cover areas like estate planning, risk management, college savings, cash flow, and debt management. Aksum Wealth focuses on assets like stocks, bonds, and commodities. The firm creates a financial plan to help clients reach their financial goals, taking into account their overall financial and living circumstances. Clients can choose which topics to focus on with their advisor.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

  • Hourly financial planning is available at a rate of $150 per hour, billed in 15-minute increments. The fee is due at the end of the engagement, or monthly if the engagement lasts longer than 30 days. The price may be negotiable in certain circumstances.
Hourly Rate:$150/hr
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Location

1 Advisors at this firm