Axia Advisory Corporation offers investment advisory services, supervising investment portfolios for both institutional and private clients. They tailor portfolios to individual client needs, objectives, and risk preferences, and may accommodate client restrictions on certain investments. Axia's approach is rooted in Modern Portfolio Theory and the Prudent Investor Rule, aiming to maximize returns while managing risk and minimizing expenses. They offer both discretionary and non-discretionary investment advice, as well as financial planning services.
Assets Under Management$1.9B
Clients123
Advisors4
Avg. per Client$15M
Avg. per Advisor$470M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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