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Axim Planning & Wealth
Springboro, Ohio
5.0
1 Review
Axim Planning & Wealth, located in Springboro, OH, is a reputable investment advisory firm with a strong focus on providing comprehensive financial planning and wealth management services. With a team of two highly experienced advisors, they offer personalized solutions to help clients achieve their financial goals.
The firm boasts an impressive average of approximately $1,490,000 in assets under management per investment advisor. Their compensation structure includes various options, such as a percentage of assets under management and performance-based fees, ensuring alignment with client success.
Axim Planning & Wealth pride...see more
Assets Under Mgmt
$112.92M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Reviews for Axim Planning & Wealth
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