Axis Capital Management, LLC fees and pricing
Financial planner in Hermosa Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 24, 2026, Axis Capital Management, LLC charges $250 an hour, a flat or project fee of $5,000-$10,000, and an annual fee of $8,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Ad hoc financial planning services are offered for an hourly fee of $250 per hour and may or may not include the delivery of a comprehensive financial plan.”
- Flat or project fee
- $5,000-$10,000
“Method of Compensation and Fee Schedule FINANCIAL PLANNING AND CONSULTING ACM charges a negotiable fixed fee between $5,000-$10,000, based on individual client needs and complexity of the plan.”
- Annual fee
- $8,000-$15,000/yr
“Ongoing fees will range from $8,000-$15,000 per year and are payable either monthly or quarterly in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Axis Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for the initial financial plan are due upon delivery of the completed plan.”
- “The Client must consent in advance to direct debiting of their investment account.”
- “Fees for financial plans and portfolio review services will be billed to the Client and paid directly to ACM or deducted from an account managed by ACM.”
How Axis Capital Management, LLC’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- None of the 5 other planners in Hermosa Beach that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$10,000 is above the California median of $5,000. 71% of the 796 other California planners that publish a flat or project fee charge less.
- 5 of the 5 other planners in Hermosa Beach that publish a flat or project fee charge less.
- Its annual fee of $8,000-$15,000 is above the California median of $6,250. 73% of the 224 other California planners that publish an annual fee charge less.
- 2 of the 3 other planners in Hermosa Beach that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Axis Capital Management, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 10
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $15,793,617
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317959
- Phone
- (805) 750-3144
Other planners in Hermosa Beach that publish fees
- Glenmore Financial, Inc, LifesightedHermosa Beach$150-$350/hr, $495-$995
- Hermosa AdvisorsHermosa Beach$3,000-$8,000, $2,000-$5,000/yr
- Hermosa Capital Management, LLCHermosa Beach$200-$500/hr
- Hermosa Wealth ManagementHermosa Beach$250/hr
- New Wave Financial ServicesHermosa Beach$400/hr, $899
- Northwoods Financial Partners LLCHermosa Beach$2,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.