Axion Capital Markets is an investment advisory firm based in Oklahoma City, owned by The Walcher Group. Axion Capital Markets provides investment management and financial planning services tailored to individual client goals, risk tolerance, and financial situations. The firm utilizes a combination of fundamental analysis, technical analysis, quantitative screens, and custom-developed software systems to build and manage portfolios. In addition to standard equity and fixed-income investing, Axion Capital Markets may use options strategies for hedging, income generation, or risk management when appropriate. Clients retain final say on investment restrictions, while Axion Capital Markets manages the day-to-day trading and portfolio adjustments. The firm works primarily with individuals, families, high-net-worth clients, businesses, and trusts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual fee is 1.00% for the first $1 million. Reduced fees are negotiable for accounts with more than $1,000,000 based on account size, complexity, and services provided.