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Axis Wealth Partners, Llc
East Providence, Rhode Island
3.7
3 Reviews
Axis Wealth Partners, LLC is a leading investment advisory firm based out of East Providence, RI. With a team of 10 dedicated professionals, including 7 experienced investment advisors, they provide exceptional financial guidance and wealth management services. Their impressive average of $172,460,000 in assets under management per investment advisor sets them apart in the industry.
Axis Wealth Partners, LLC has built a strong reputation for delivering superior results. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' goa...see more
Assets Under Mgmt
$172.66M
Investment Professionals
7
Locations
2
% 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
- Pension consulting services
- Selection of other advisers
Reviews for Axis Wealth Partners, Llc
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