How does the advisor help clients – Key Takeaways:
AXIS POINT CAPITAL is a trusted financial advisory firm that specializes in providing personalized wealth management and investment solutions to individuals, families, and businesses. The firm is known for its expert financial advice, comprehensive services, and commitment to helping clients achieve their financial goals.
Facts and Insights
Founded in 2001, AXIS POINT CAPITAL has over 20 years of experience in the financial industry. The firm is headquartered in New York City and has offices in multiple locations across the United States. As of June 2021, AXIS POINT CAPITAL manages approximately $10 billion in assets and has a team of over 100 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $10 billion | 100+ |
Financial Services Offered
AXIS POINT CAPITAL offers a wide range of financial services to its clients, including wealth management, investment advisory, retirement planning, tax planning, and insurance services. The firm takes a holistic approach to financial planning, taking into consideration each client’s unique financial situation, goals, and risk tolerance.
Client Types
The firm caters to a diverse client base, including high-net-worth individuals, families, and businesses. AXIS POINT CAPITAL understands that each client has different financial needs and preferences, and they tailor their services accordingly. The firm also works with clients of all ages, from young professionals to retirees.
Fees & Compensation
AXIS POINT CAPITAL charges fees based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ long-term financial goals. The firm is transparent about their fees and discloses them to clients upfront. Additionally, they do not receive any commissions for recommending specific investments, further ensuring unbiased financial advice.
Background
AXIS POINT CAPITAL’s team of advisors has extensive experience and knowledge in the financial industry. The firm’s advisors hold various professional designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This expertise allows the firm to provide clients with high-quality and personalized financial advice.
Financial Advisor Disclosures to Know
AXIS POINT CAPITAL is a registered investment advisor with the Securities and Exchange Commission (SEC). This means that they have a fiduciary duty to act in their clients’ best interests. The firm is also required to disclose any potential conflicts of interest to their clients. AXIS POINT CAPITAL’s advisors have a clean compliance record and have no disciplinary actions on their regulatory record.