Axiom Value Wealth Management (AVWML) offers portfolio management based on individual client goals and risk tolerance. They create investment policy statements and may request authority to make trades without asking first. AVWML also provides financial planning covering investments, insurance, taxes, retirement, college, and debt. They conduct financial education workshops on retirement planning topics. AVWML generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable based upon the type of client, the complexity of the client's situation, the relationship of the client with the investment advisor representative, and the other services that AVWML may provide to the client. The firm ensures all fees charged are reasonable for the services offered. The brochure states the fee ranges from 1.00% to 2.00%, the higher value is used.