AXIUS Advisors is a registered investment advisor based in Saint Charles, Missouri, offering ongoing portfolio management and financial planning services. The firm builds customized investment portfolios using modern portfolio theory, focusing on long-term strategies with mutual funds, exchange-traded funds, fixed income securities, and insurance products like annuities. AXIUS Advisors creates a personalized investment policy statement for each client to align with their specific goals, time horizon, and risk tolerance. In addition to managing investments, the firm provides financial planning covering retirement, taxes, insurance, education, and debt management. Certain representatives may also act as registered representatives of a broker-dealer or insurance agents, creating a potential conflict of interest regarding commission-based product sales, though the firm operates under a legal obligation to act in clients' best retirement interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.3M | 1.00% |
| $1.3M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Firm lists two alternative fee schedules in its brochure (one starting at 1.25% and one starting at 1.75%). The primary schedule starting at 1.25% is used here. Fees are generally negotiable.