Axia Advisory
Assets Under Management
$1.8B
Number of Clients
193
Number of Advisors
4
Average Client AUM
$9.5M
AUM per Advisor
$460.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Axia Advisory Corporation provides investment advisory services, supervising portfolios for institutional and private clients based on individual needs and preferences. The firm adheres to Modern Portfolio Theory and the Prudent Investor Rule, aiming to maximize returns while managing risk through diversification and cost reduction. They offer discretionary and non-discretionary investment advice, as well as financial planning services.
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
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
Location
20 E. 91st St, Ste 202, Indianapolis, IN, 46240