Pax Financial Group
Assets Under Management
$728.5M
Number of Clients
2,479
Number of Advisors
14
Average Client AUM
$294K
AUM per Advisor
$52.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
PAX Financial Group provides discretionary and non-discretionary investment management services on a wrap fee basis. They analyze client financial situations, investment objectives, and risk tolerance to implement suitable portfolios. They also offer third-party separate account 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
Location
270 North Loop 1604 East, Suite 200, San Antonio, TX, 78232