Axim Planning & Wealth Fees & Minimum

Overview

Headquarters: Springboro, OH
Total Firm Assets: $127 million
Average High-Net-Worth Client Portfolio Size: $1.5 million

Fee Disclosure

Source: FORM ADV2A/2B (2026-07-16) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	2.75%
$250,001	$500,000	2.50%
$500,001	$1,000,000	2.00%
$1,000,001	$2,500,000	1.75%
$2,500,001	$5,000,000	1.50%
$5,000,001	and above	1.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$23,125	2.31%
$5 million	$86,875	1.74%
$10 million	$149,375	1.49%
$50 million	$649,375	1.30%
$100 million	$1,274,375	1.27%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 38.68%
Number of High-Net-Worth Clients: 33
Total Client Accounts: 678
Discretionary Accounts: 676
Non-Discretionary Accounts: 2

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 319618

FORM ADV2A/2B (2026-07-16) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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