Axxcess Wealth Management (AWM) offers wealth management services, including investment portfolio management and financial planning. AWM works with individuals, high-net-worth individuals, trusts, estates, businesses, charitable organizations, retirement plans, other investment advisors, and state/municipal government entities. AWM's services are tailored to each client's needs and may include financial objective determination, risk assessment, capital allocation, cash flow management, insurance review, and retirement plan design.
Fee Structure
Axxcess Wealth Management's fees for wealth management and customized portfolio platform services range from 0.15% to 2.00% annually, based on the value of your investments. The firm also offers sleeve manager strategy services with fees ranging from 0.08% to 1.25% annually. Fees are based on the scope and complexity of services, the amount of assets managed, and the overall relationship with the firm. Fees may be negotiable.