wiseradvisor


Auxin Group

Tel: 330-237-4065
2923 Smith Rd, Suite 202
Akron, OH 44333
Auxin Group | Financial Advisor in Akron ,OH

About Auxin Group

Auxin Group Wealth Management, LLC, is an independent advisory firm (assets held with Charles Schwab) specializing in financial planning and investment management. Based in Northeast Ohio, we are trusted by successful individuals and families nationwide to create and implement customized plans to accumulate, maintain, and distribute assets.

The Auxin Group name explains our philosophy best. Auxins are hormones that help guide plant growth. They affect the processes that allow a plant to follow the sun and gain the most energy. This is similar to how Auxin Group meets the needs of our clients. We envision our clients' financial goals as the sun. Our job is to serve as auxins - always guiding our clients toward the sun, regardless of changes in the market or personal circumstances.

This is significant because, at Auxin Group, our clients are not just numbers. We know our clients. We like our clients. We enjoy working with them and their families, from generation to generation. As a result, we grow to really understand our clients' unique and complex needs. By truly valuing client relationships, Auxin Group is able to offer a unique and discreet experience - one with tailored, long-term solutions.

See Disclosures

Talk to an Advisor and GET ANSWERS   
      


General Information

Firm Start Year:   2015
No. of Employees:   5-9
Name of Broker/Dealer:   Purshe Kaplan Sterling
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
Work with the following types of clients:   Individual Investors
Advisory Services Provided:   Investment Advice & Management, Money Management, Financial Planning for Individuals, Financial Planning, Wealth Management, 401K Rollovers, Retirement Planning

Services

Investment Types:   Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Phone, Email, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Variable Annuity, Variable Life, Long Term Care

Firm Information

Firm's Number of Clients:   300

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1.1%

Board Positions

Organization :   Fairlawn Rotary Club
Position :   Vice President
Duration :   07/01/2021-Present

Education

History   University of Mary Washington  - Fredericksburg, VA
08/01/2004-05/15/2006

FAQs

Why should I choose you as my financial advisor?

Auxin Group offers big investment firm advice through a more intimate client experience. And we do it by valuing quality over quantity. In fact, our service model ensures a consistent level of client attention, from our people to our systems and organization as a whole. Auxin Group provides clients the same level of technology and expertise as much larger firms. From technology to personnel, we are consistently researching and adding new resources to enhance the client experience. This forward-thinking approach - combined with our youthful, yet experienced team - well positions Auxin Group to grow with clients over time.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

In most cases all investment decisions are discussed in advance with each client, although we can provide both discretionary and non-discretionary investment management. This allows our clients to be involved in the investment decisions to the degree that they are comfortable.

How many clients do you currently manage?

We manage assets for roughly 300 clients.

Will you be the only person working with me?

When you partner with us, you will be collaborating with a carefully selected team of professionals. All of the team members at Auxin Group are dedicated to providing an intimate, discreet client experience.

Have you ever been charged with any breaches?

No. Auxin Group Wealth Management prides itself on discretion, honesty, and integrity.

SEE MORE  

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1890365/wiseradvisor-auxin-group-detailed-disclosure.html

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

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


Office Hours

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

Social Networks

tweeter facebook linkedin
brokercheck

Nearby Financial Advisors View All Financial Advisors In Ohio