Axia Wealth Management provides ongoing portfolio management and financial planning services to individuals, retirement plans, trusts, corporations, and small businesses. Axia works with clients to determine their investment objectives, goals, and risk tolerance, and then designs a written investment policy. Axia primarily recommends portfolios of mutual funds and exchange-traded funds that follow a passive asset class investment philosophy. Axia also offers financial planning services covering tax, insurance, retirement, and investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. Wealth Management services includes many or all of the Financial Planning Services. Asset management services are offered under a separate contractual engagement that does not include financial planning services and fees.