Axiom Financial Strategies Group offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, family entities, charitable institutions, foundations, corporations, and other business entities. Axiom creates customized investment strategies using mutual funds, exchange-traded funds, individual stocks, and bonds. They also offer financial planning services covering areas like retirement, tax, and estate planning. Axiom may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$370M
Clients675
Advisors6
Avg. per Client$550K
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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