Axius Advisors Fees & Minimum

Overview

Headquarters: Saint Charles, MO
Total Firm Assets: $624 million
Average High-Net-Worth Client Portfolio Size: $2.1 million

Fee Disclosure

Source: ADV PART 2A - AXIUS ADVISORS LLC (2026-03-05) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$750,000	1.25%
$750,001	$1,250,000	1.00%
$1,250,001	$2,500,000	0.75%
$2,500,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,875	1.19%
$5 million	$36,250	0.72%
$10 million	$61,250	0.61%
$50 million	$261,250	0.52%
$100 million	$511,250	0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 39.00%
Number of High-Net-Worth Clients: 118
Total Client Accounts: 2,827
Discretionary Accounts: 2,827

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 330006

ADV PART 2A - AXIUS ADVISORS LLC (2026-03-05) (fee schedule source) · View brochure text

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

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