Assets Under Management
$1.8B
Number of Clients
193
Number of Advisors
4
Average Client AUM
$9.5M
AUM per Advisor
$460.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Axia Advisory Corporation provides investment advisory services, supervising portfolios for institutional and private clients. They adhere to Modern Portfolio Theory and the Prudent Investor Rule, tailoring services to meet individual client needs and preferences. They are a fee-only advisor and a Fiduciary to their clients.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
20 E. 91st St, Ste 202, Indianapolis, IN, 46240