Advisor at Axient Investment Advisors LLC
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Firm
Axient Investment Advisors LLC
Location
Huntsville, AL 35801
Credentials
Series 63, Series 65
Industry experience
32 years
Mark Saunders is a partner at Axient Investment Advisors LLC in Huntsville, AL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has previously worked at StoneX Securities Inc., StoneX Advisors Inc., Progress Bank & Trust, and Progress Financial Services. Outside of his advisory role, Saunders is involved as a minority partner or managing partner in several private equity real estate ventures. Axient Investment Advisors, LLC is an SEC-registered firm providing discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm employs proprietary models, third-party money managers, and custodial arrangements to deliver customized investment solutions and offers additional services including ERISA consulting, educational seminars, and an affiliated insurance agency.
Based on Axient Investment Advisors LLC
Based on Axient Investment Advisors LLC
Financial Planning fixed fees up to $5,000 or $10,000; Financial Consulting fixed fees up to $10,000
Negotiable up to 2.00% annually (1.50% for annuity allocations)
Commissions for insurance sales and securities sales through affiliated broker-dealer StoneX Securities Inc.
Up to $500/hour for Financial Planning and Consulting services
Account minimum: $25,000 (may be waived at discretion) Fee-only: Financial Planning: up to $5,000 fixed fee (under $10 million in assets), up to $10,000 fixed fee (over $10 million); up to $500/hour hourly rate; Financial Consulting: up to $10,000 fixed fee, up to $500/hour hourly rate
403 Madison St Se, 2 Nd Fl
Huntsville, AL 35801
Alabama
StoneX Securities Inc.
2016 - Present (10 years)
StoneX Advisors Inc.
2016 - 2026 (10 years)
Progress Bank & Trust
2014 - 2022 (8 years)
Progress Financial Services
2014 - 2022 (8 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.
CFA®
Huntsville, AL
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ChFC®, Series 63
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KG Consulting Group, Inc.
Series 65
Huntsville, AL
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Series 65
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Tennessee Valley Investment Management
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