Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
PAX Financial Group charges a single asset-based wrap fee. The specific fee is agreed upon between the client and PAX. If a client participates in Third-Party Separate Account Management, they will pay the third-party manager an investment management fee out of account assets directly, which is separate and in addition to PAX’s fee. Clients participating in SMArtX Advisory Solutions will be charged an additional platform fee of 0.1% and a third-party strategist model fee set by the third-party strategist.
Areas of Practice
Advisor Information
Office location
270 North Loop 1604 East, Suite 200, San Antonio, TX, 78232
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Janise operates her LPL business under the DBA PAX Financial Group and owns rental real estate. She also owns PAX Insurance Services, an insurance agency offering life, health, disability, and long-term care insurance, dedicating about 10-20% of her time to it.