Advisor at Axis Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Fixed financial planning fees range from $250 to $2,500
0.50% to 1.50% of assets under management (negotiable based on complexity and asset amount)
Commissions earned by Associated Persons on insurance product sales, separate from advisory fees
Hourly fees for financial planning/consulting services set at $75 per hour
Account minimum: $400 per year minimum fee to open and maintain an advisory account (may be waived at discretion) Minimum fee: Minimum fee of $400 per year to open and maintain an advisory account, may be waived at discretion Fee-only: Financial planning fixed fees ranging from $250 to $2,500; hourly fees at $75/hour; advisory fees based on assets under management from 0.50% to 1.50%
Axis Financial, LLC
2006 - Present (20 years)
The Insurance Shop Inc
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Loogootee, IN
Edward Jones
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Loogootee, IN
Edward Jones
Series 63, Series 65
Loogootee, IN
Creativeone Wealth, LLC
Series 66
Loogootee, IN
Edward Jones
Series 63, Series 65
Elizabeth, IN
LPL Financial
Series 66
Loogootee, IN
LPL Financial
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