Axiom Investment Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$51,200,000
Clients
70
Advisors
1
of 1 employees
About
Axiom Investment Solutions LLC provides fee-only investment management and financial planning to individuals and high-net-worth clients, and also works with a small number of charitable organizations, managing about $51.4 million across roughly 70 client accounts. The firm offers portfolio supervision and advisory consultations and does not sell commissioned insurance or securities products.
The firm emphasizes indexed mutual funds and exchange-traded funds for broad market exposure and expense control, avoiding recommendations of individual equity or bond securities and transitioning existing individual holdings to indexed products in a tax-sensitive manner. It operates primarily on a non-discretionary basis—seeking client approval before executing trades—and may allocate up to 15% of a portfolio to option contracts (including LEAP calls funded from bond income) as part of its risk-mitigation toolkit.
Compared to peers, Axiom’s combination of substantial non-discretionary assets under management and relationships with charitable organization clients is uncommon among single-advisor independent firms, reflecting a practice that keeps trading control with clients while serving institutional as well as individual needs. The firm uses institutional custody relationships through a broker program (with disclosed economic benefits) and generally leaves proxy voting to clients unless assistance is requested.
Client services
Expertise
Fee options
$0 - $500,000: 0.75% annually $500,001 - $1,000,000: 0.50% annually $1,000,001 - $3,000,000: 0.40% annually $3,000,001 - $5,000,000: 0.30% annually $5,000,001 - $10,000,000: 0.20% annually Above $10,000,000+: 0.10% annually
$100 per hour with a minimum of 5 hours for financial planning services
Minimum fee: $250 per year minimum fee Fee-only: Fee-only fiduciary firm, does not sell commissioned products.
Main office
Doylestown PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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