F.A.Q
Frequently Asked Questions
Have Any Questions? Take a Look Here.
Why should I work with a financial advisor?
As your life becomes more complex—and your objectives evolve—developing a personal relationship with a financial advisor can be increasingly beneficial. With a qualified advisor, you can enjoy the benefits of a tailored financial plan as your life evolves.
What is a fiduciary?
A fiduciary has a legal and ethical relationship of trust with clients. As a fiduciary, Axis Wealth Partners is legally bound to make recommendations in the best interest of our clients.
What can I expect during my initial meeting?
Our Discovery Meetings serve as much more than just an initial consultation. The goal is to learn as much as we can about your situation and the people and things that matter the most to you. We want to gain an understanding your long-term financial goals and what it will take to get you there.
Our initial meeting is also an opportunity for you to learn about our firm. You can see how we work and ask questions to help determine if we’ll work well together.
Do we have to meet in person?
You choose! We’re committed to delivering an exceptional experience—however we meet with you. While we enjoy interacting with our clients face-to-face in our offices in Rhode Island and Massachusetts, we understand that’s not always feasible.
Meeting in person, virtually, or over the phone helps eliminate a distance barrier and enables us to serve clients all over the country.
What is the minimum needed to work with Axis Wealth Partners?
We believe everyone deserves expert financial advice, so instead of account minimums we use household minimums based on individual needs, service levels, and potential impact.
Our services are best suited for families with over $250K in assets or those committed to long-term financial planning, including dedicated professionals.
How is Axis Wealth Partners compensated?
Our services are based on an annual advisory fee, starting at 1.50% and decreasing with higher household assets. The fee is calculated monthly based on your portfolio’s average daily balance.
For financial plans, you pay a flat fee based on your plan’s complexity and the time required. This approach fosters trust and ensures our interests are aligned with yours: We earn more when you earn more, and less when you earn less.
