How does the advisor help clients – Key Takeaways:
| AUXIUS CAPITAL MANAGEMENT, LLC | |
|---|---|
| Expertise and Experience | Auxius Capital Management, LLC is a team of highly experienced and knowledgeable financial professionals who are dedicated to helping clients reach their financial goals. |
| Personalized Solutions | The advisors at Auxius Capital Management work closely with each client to understand their unique financial needs and create personalized solutions tailored to their goals. |
| Comprehensive Services | From investment management and financial planning to retirement planning and wealth management, Auxius Capital Management offers a wide range of financial services to meet the varying needs of their clients. |
| Transparency and Trust | Auxius Capital Management prides itself on maintaining open and honest communication with clients, fostering trust and transparency in all their dealings. |
Facts and Insights
Auxius Capital Management, LLC is a registered investment advisor that was founded in 2005. With over 15 years in the industry, the firm has gained deep insights and expertise in the financial market, making them a trusted partner for clients seeking sound financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| As of 2020 | As of 2019 | |
|---|---|---|
| Assets Under Management | $1.5 billion | $1.2 billion |
| Number of Advisors | 12 | 10 |
| Time in Business | 15 years | 14 years |
Financial Services Offered
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Wealth Management
Client Types
Auxius Capital Management, LLC serves a diverse client base, including high net worth individuals, families, and small business owners. With a comprehensive range of services, the firm is well-equipped to cater to the financial needs of these clients at any stage of life or business.
Fees & Compensation
Auxius Capital Management, LLC charges a fee based on a percentage of assets under management for their investment management services. Financial planning and other services are either charged on an hourly basis or as a flat fee, depending on the individual needs of each client. The firm prides itself on being transparent about their fees and compensation structure, ensuring clients are aware of the costs involved before engaging their services.
Background
Auxius Capital Management, LLC was founded in 2005 by financial industry veterans who shared a vision of providing unbiased, objective financial advice to their clients. With a team of highly qualified advisors and a commitment to putting clients’ interests first, the firm has grown to manage over $1.5 billion in assets and has gained a reputation for excellence in the financial industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, Auxius Capital Management, LLC adheres to strict fiduciary standards, meaning they are legally bound to act in the best interests of their clients. To maintain this integrity, the firm ensures complete disclosure of any potential conflicts of interest and all relevant information to clients. The firm also operates under a code of ethics and has a comprehensive compliance program in place to protect the interests of their clients.