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Axia Advisory
Indianapolis, Indiana
4.0
1 Review
Axia Advisory, a reputable investment advisory firm headquartered in Indianapolis, IN, is committed to providing exceptional financial services to its clients. With a robust client base of over 60 individuals, they oversee an impressive $1,296,179,000 in assets under management. With a local presence and one office, Axia Advisory caters to the diverse financial needs of their clients.
Distinguishing themselves from competitors, 62% of the assets they manage are discretionary, demonstrating their expertise in making informed investment decisions on behalf of their clients. Their compensation structure is flexible, offering multipl...see more
Assets Under Mgmt
$1.3B
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Reviews for Axia Advisory
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