PAX Financial Group provides investment management and financial planning services. PAX tailors its services to each client's needs, considering their investment objectives, risk tolerance, and financial situation. PAX also offers retirement plan consulting services to plan sponsors. PAX may recommend third-party managers or sub-advisers for client assets and may receive incentives for doing so.
Assets Under Management$750M
Clients1,350
Advisors15
Avg. per Client$550K
Avg. per Advisor$50M
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Fee Structure
Planning is included in investment management (also available separately)
PAX Financial Group manages investments through a wrap fee program. The annual fee is a percentage of your portfolio's value, and the rate decreases as your portfolio grows. The fee is negotiable. If a sub-adviser platform is used, there will be an additional non-negotiable fee.
Here's the fee schedule:
- $0 - $199,999: 1.50%
- $200,000 - $499,999: 1.25%
- $500,000 - $999,999: 1.00%
- $1,000,000 - $1,999,999: 0.90%
- $2,000,000 - $2,999,999: 0.80%
- $3,000,000 – $3,999,999: 0.70%
- $4,000,000 – $4,999,999: 0.60%
- $5,000,000 +: 0.50%
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