RS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
193 clients
Average Client Portfolio
$9.5M average
Assets Under Management
$1.8B
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
The typical fee for discretionary investment management or nondiscretionary investment advice is 1.00% of the first $1 million of your assets under our management or advice; 0.75% on the next $1 million; and 0.50% on assets after the first $2 million. Incidental financial-planning services are typically included, but some financial-planning services might be for an additional fee, which would apply only if you agree to it.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingInsurance Planning
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Advisor Information
Office location
20 E. 91st St, Ste 202, Indianapolis, IN, 46240
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Axia Advisory
February 2006 - Present · 19 yrs 11 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.