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Client Access
You are now leaving Axis Wealth Partners website and will be entering the Charles Schwab & Co., Inc. (“Schwab”), Fidelity Investments (Fidelity), RightCapital, Inc, and/or Advyzon websites.
Schwab is a registered broker-dealer, and is not affiliated with Axis Wealth Partners or any advisors whose names appear on this website. Axis Wealth Partners is independently owned and operated. Regardless of any referral or recommendation, Fidelity and Schwab do not endorse or recommend the investment strategy of any advisor. Fidelity and Schwab have agreements with Axis Wealth Partners under which Fidelity and Schwab provide Axis Wealth Partners with services related to your account. Fidelity and Schwab do not review the Axis Wealth Partners website, and makes no representation regarding information contained in the Axis Wealth Partners website, which should not be considered to be either a recommendation by Fidelity or Schwab or a solicitation of any offer to purchase or sell any securities.
Client Access
You are now leaving Axis Wealth Partners website and will be entering the Charles Schwab & Co., Inc. (“Schwab”), Fidelity Investments (Fidelity), RightCapital, Inc, and/or Advyzon websites.
Schwab is a registered broker-dealer, and is not affiliated with Axis Wealth Partners or any advisors whose names appear on this website. Axis Wealth Partners is independently owned and operated. Regardless of any referral or recommendation, Fidelity and Schwab do not endorse or recommend the investment strategy of any advisor. Fidelity and Schwab have agreements with Axis Wealth Partners under which Fidelity and Schwab provide Axis Wealth Partners with services related to your account. Fidelity and Schwab do not review the Axis Wealth Partners website, and makes no representation regarding information contained in the Axis Wealth Partners website, which should not be considered to be either a recommendation by Fidelity or Schwab or a solicitation of any offer to purchase or sell any securities.
For Advisors
The Axis Advisor Advantage
Whether you’re a financial advisor at a wirehouse, a broker-dealer looking to go independent, or you run an established firm seeking growth, scale, or a succession plan, the advisors at Axis can help.
Our team has spent nearly two decades refining our turnkey advisory platform, which enables independent advisors to grow and deliver exceptional client experiences.
Working both collaboratively and interdependently, we provide comprehensive support, including administrative, technology, and compliance. It’s what you’d expect from a broker-dealer but with a boutique approach—and a higher payout.
Starting his career at a wirehouse as an independent broker/dealer helped Founder, Managing Principal, and Senior Financial Advisor Daniel Da Ponte realize the type of firm he wanted to create. He launched Axis Wealth Partners because he believed that investors—and their financial advisors—deserved more than a wirehouse or broker/dealer model could deliver.
The mission was to provide investors with a partner that offers unbiased advice; independent, research-driven investment management; and cutting-edge financial planning software and technology.
Why Work with Axis Wealth Partners?
- Greater revenue payouts
- Turnkey advisory platform
- Comprehensive compliance
- Practice development, marketing support, transition support, and administration
- Competitive errors and omissions insurance coverage
- Access to institutional custodians Charles Schwab & Co., Fidelity Investments, and independent investment managers
- State-of-the-art financial planning, CRM, and portfolio accounting software
Are You Ready for a New Opportunity?
Are you an advisor who…
- Has fee-based assets under management of between $15 million and $100 million?
- Wants to focus solely on your clients within a fee-only RIA providing financial planning and wealth management services?
- Is seeking independence and want to ensure your clients belong to you?
- Would prefer to outsource the responsibility of firm compliance and administration?
- Wants to be able to monetize your practice and have a succession plan in case of an untimely life event?
- Would like to grow a lifestyle practice while increasing your compensation?
If so, Axis Wealth Advisors may be the right fit for you.
We understand that change can be challenging and processes like repapering client accounts can be daunting. Our technology, resources, and experience can help you facilitate the transition process.
CASE STUDY
How Working with Axis Wealth Advisors helped an advisor increase his payout and custom succession plan
After working in a successful family business, Michael became a financial advisor at age 42 as a second career.
He spent 21 years working at a large national broker/dealer and generated $437,000 in gross fee-based revenue yearly. The firm kept a 25% cut on fee-based accounts, leaving Michael with $327,750.
Additionally, Michael’s grid payout was 80%, so he really kept $262,200 before paying $24,000 in associated costs such as technology, compliance, and ticket charges.
Before paying his office costs and administrative assistant, he kept just $238,200. Essentially, his actual payout before office expenses was 54.5%.
Michael was not only looking for a higher payout, but also a more collegial environment, focused on idea sharing and collaboration. He also wanted to ensure there was a sound succession plan in place to ensure his clients were taken care of.
By joining Axis, Michael’s true payout started at 80%.* On his gross revenues of $437,000, he would have actually kept $349,600, an annual increase of $111,400, plus the elimination of the broker/dealer costs of $24,000 for a total increase of $135,400.
*80% payout percentage is based on gross fee revenues. Miscellaneous fees may apply.