Axim Wealth Management Review

The Axim Wealth Management company is a surprisingly small entity with a modest footprint on the Dayton scene. Its offices are located in the small town of Miamisburg, Ohio. This is about 2 miles from the Miami Valley Unitarian Universalist Fellowship and near a health club called Cycle-Logik. There are only 5 employees in the Axim Wealth Management fold.

Although Axim Planning & Wealth has an office in Dayton, it does not boast an in-house team of financial wizards. That said, Axim has a slew of other advisors to choose from. To name a few, you have the aforementioned Matthew Jadwisiak, Pb Investment Partners, L.P., and Cetera Advisors LLC. Of course, each has its own set of fees. These fees vary based on the level of service you are interested in, as well as the number of assets you are planning on managing. On the other hand, you can expect to pay anywhere from $1500 to $2500 per year for the services of a seasoned investment professional. In other words, it is important to do your homework and make sure that AximWealth the financial advice you are entrusting your hard-earned cash to is reputable and trustworthy.

The Axim Wealth Management is also worth a mention for its low overhead and the fact that it is an employee-owned company. As of the writing of this review, the company had an average advisor to account ratio of one per 278,056 accounts. Despite its diminutive size, it boasts a robust business model, one of the best in the business. It has also been around for five years. Since its inception, the company has managed to grow its net worth to a tidy sum. For those looking for an alternative to the high-pressure sales tactics of the big boys, this firm may be your ticket to a solid retirement plan.