Axxcess Wealth Management, LLC
Assets Under Management
$6.3B
Number of Clients
8,726
Number of Advisors
41
Average Client AUM
$725K
AUM per Advisor
$154.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Axxcess Wealth Management (AWM) is an independent investment advisory firm offering wealth management, financial planning, and consulting services. They cater to individuals, high-net-worth individuals, trusts, estates, businesses, charitable organizations, retirement plans, other investment advisors, and state/municipal government entities. AWM also offers a Third-Party Asset Management Platform (TAMP) for other advisors. AWM provides customized investment advisory solutions through continuous personal client contact and interaction while providing discretionary and non-discretionary investment management and related advisory services.
Fee Structure
Wealth management and Customized Portfolio Platform fees range from 0.15% to 2.00% annually, based on assets under management and the complexity of services. Sleeve manager strategy service fees range from 0.08% to 1.25% annually. Financial planning and consulting services are offered on an hourly basis ($100 to $500 per hour) or for a fixed fee, which is negotiable. Corporate retirement plan advisory fees are charged up to 2.00% annually. AWM also assesses an annual account fee, as stated in the client's investment advisory agreement. Clients may also incur servicing and reporting fees for certain assets held outside of advisory accounts.
Areas of Practice
Location
6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011