ABOUT US
INDEPENDENT | FEE ONLY | FIDUCIARIES
Axia Wealth Management is built on putting clients’ interests first through an independent fee-based model, transparency, and our duty as fiduciaries.
INDEPENDENT
As an independent registered investment advisor (“RIA”) our loyalty is solely to our client. We will never sell products from Wall Street Banks, insurance companies or any other third party. We work for our clients, period.
FEE ONLY
Our compensation structure is “fee only.” This means we only earn a fee based on the value of clients’ assets, freeing us from any conflict of interest inherent in commission based products while ensuring that our clients’ investments are the best thing for their long-term goals, not our short-term benefit.
FIDUCIARIES
We are legally required to act in our client’s best interest at all times. Many broker-dealers operate under a “suitability standard,” which simply means they must do what is “suitable” for their client and offers way too much grey area, in our view.
TRANSPARENT
Quarterly performance reports are provided with a clear break down of our fee and the client’s return net of this fee. This way clients can see what they are paying us for our services as well as their return AFTER all fees have been paid.
USE OF CUSTODIAN
Client assets are held by a custodian, and our preferred partner is Charles Schwab; one of the largest custodians in the U.S. We are not a bank and will never hold our client’s assets. Keeping client assets at a custodian ensures security and transparency.
As your wealth manager, our goal is to ensure the best experience possible.
Improving the experience
Weston Wellington, Vice President of Dimensional Fund Advisors describes how independent object advice, delivered by a financial advisor, can help investors have a better investment experience