AXIUS Advisors provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services cover investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. AXIUS Advisors primarily advises on mutual funds, fixed income, insurance products, equities, ETFs, and treasury inflation-protected bonds.
Fee Structure
AXIUS Advisors offers investment management services where you pay a percentage of your portfolio's value each year. There appear to be two different fee schedules, but it's unclear which one applies to which clients:
Schedule 1:
- Up to $750,000: 1.25% per year
- $750,001 - $1,250,000: 1.00% per year
- $1,250,001 - $2,500,000: 0.75% per year
- $2,500,001 and up: 0.50% per year
Schedule 2:
- Up to $100,000: 1.75% per year
- $100,001 - $250,000: 1.50% per year
- $250,001 - $500,000: 1.25% per year
- $500,001 - $1,000,000: 1.00% per year
- $1,000,001 - $2,000,000: 0.75% per year
- $2,000,001 and up: 0.50% per year
AXIUS Advisors may also charge a flat fee of up to 1.75%. These fees are negotiable.