Focused Expertise with Broad Resources: Wealth Management requires a holistic approach. Auxin
Group Wealth Management provides Financial and Retirement Planning, Investment Management,
Investment Analysis, Portfolio Construction, Insurance Planning, Liability Management, and has an
expertise in financial matters related to Oil & Gas Mineral Interests. In addition, we maintain
strategic relationships with specialists in every aspect of the financial field to connect
clients with the appropriate solution for whatever their need may be.
Informed, Unbiased Advice Tailored Specifically for Each Client: Grounded with a deep-rooted understanding of economics, along with experience at one of the largest investment research firms in the world, Auxin Group Wealth Management is committed to providing clients investment advice based on both Technical and Fundamental Analysis, as well as information drawn from independent third party research to ensure that decisions are made with the clients' best interests placed ahead of advisor compensation.
Discreet, One-to-One Client Service: Clients' needs are complex. As a result, Auxin Group Wealth Management has a service model in place that ensures a consistent level of attention for both new and existing clients. Our clientele include individuals, businesses, executives, farmers and landowners in Ohio and 9 other states.
|Firm Start Year:||2005|
|Name of Custodial Firm:||Charles Schwab|
|States Licensed in:||AZ,CT,FL,KY,MI,NY,OH,PA,TN,TX|
|Number of Years with Current Firm:||1|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Life , Long Term Care , Variable Annuity , Life , Annuity|
|Non-Financial Organization Memberships:||National Association of Royalty Owners, Akron Children's Museum, Akron Children's Hospital|
|Firm's Number of Clients:||125|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a Fee-Based financial professional|
|Compensation Methods:||Hourly , Flat Fee , Based on Assets|
|Fee % Based on Assets:||.65%-1.00%|
|Organization:||Akron Children's Musem Akron, OH|
|Duration :||January 2013-Currently holding|
|Economics - Economics||
University of Chicago - Chicago, IL
|Biology - Biology||
University of Akron - Akron, OH
Ben Tegel is a Financial Advisor with a background in security analysis and data management. Ben started his financial advisory practice in 2005 and primarily works with business owners, executives, and beneficiaries of the Utica Shale Development. Prior to joining UBS, Ben worked for Morningstar, Inc., a leading provider of independent financial research and analysis. He played football for the University of Chicago and graduated with a degree in Economics. Ben is a member of West Akron Kiwanis, Torchbearers, Akron Children's Hospital Emerging Leaders, Akron Reads, and Destination College. He lives in Bath, OH with his wife Tessa, sons Grayson and Wes, and enjoys playing basketball, football, and chess.
Matt Burnham is a Financial Advisor with an extensive background in Liability Management, Real Estate Finance, and a specialty in Oil & Gas related financial issues. Matt's clientele in landowners, farmers, business owners, and executives. Prior to joining UBS, Matt attended both the University of Akron and Kent State University where he studied Biology and History. Matt is a member of the National Association of Royalty Owners, and is working toward completing his Certification in Mineral Management. In addition to this, he is an active member of the Little Traverse Conservancy, a supporter of the University of Akron Athletics Programs, and coaches youth soccer. He resides in West Akron with his wife Noelle and their two Great Danes, Clover and Berkeley.
|Mon.||8:30 AM - 4:30 PM|
|Tue.||8:30 AM - 4:30 PM|
|Wed.||8:30 AM - 4:30 PM|
|Thu.||8:30 AM - 4:30 PM|
|Fri.||8:30 AM - 4:30 PM|