Axient Investment Advisors, based in Huntsville, Alabama, offers investment management (both discretionary and non-discretionary) and financial planning services. Axient's advisors work as independent contractors and may also offer financial or insurance products through StoneX Securities. Axient provides services to individuals, high-net-worth individuals, trusts, estates, corporations, retirement plans and charitable organizations.
Fee Structure
Axient Investment Advisors charges a management fee that is negotiated between you and your investment advisor, with a maximum annual fee of 2% of your portfolio's value (1.5% for annuity allocations). This fee is charged quarterly or monthly in advance, based on your account's value. If you end the agreement early, you'll receive a prorated refund. Axient offers several investment management options:
- Advisor as Portfolio Manager (APM): Your advisor manages your portfolio, potentially using third-party models.
- Axient Model Portfolios: Your advisor uses Axient's own investment models.
- Axient Select Managers: Your advisor selects third-party money managers to manage your investments.
There is a $5 transaction fee per trade, though some mutual funds are exempt.