Axxets Wealth Management USA LLC manages investment portfolios and offers personalized investment advisory services for high-net-worth individuals, trusts, family offices, and institutions. The firm provides both discretionary and non-discretionary account management, tailoring investment strategies based on each client's financial condition, risk tolerance, and goals. Axxets Wealth Management utilizes a fundamental top-down investment approach, incorporating macroeconomic research and financial market analysis across various asset classes including stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. Additionally, the firm offers family office services for select clients, encompassing estate planning coordination, tax planning, succession planning, and family business advisory by working in coordination with external professionals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $50.0M | 0.70% |
| $50M+ | 0.60% |
Fees are negotiable based on the scope of services, relationship complexity, or other factors. Family office services may be included within the standard advisory fee or subject to separate flat fees depending on the arrangement.