Discover what’s possible with Axos Managed Portfolios.
Whether you’re looking for efficient, risk-aware asset diversification or opportunities to grow with thematic investment strategies, Axos Managed Portfolios are designed to help achieve top results your way.
Start today and see how active management can redefine your portfolio.
This is a servicing model made for you.
We provide comprehensive tools and expert assistance to simplify your investment experience.
Online Tools
Access our Manager & Model Tool to review and customize your investments at your convenience.
Personal Support
Speak with an expert Investment Advisor Representative for guidance every step of the way.
Client Portal
Stay informed with 24/7 access to portfolio details, transaction history, and customizations, including tax-loss harvesting.
Easy Money Moves
Schedule contributions or withdrawals effortlessly. Get your funds working or withdrawn within 1–2 days.
More Services and Features
Whether you’re fine-tuning risk, prioritizing tax optimization, or personalizing to match your goals, these features have you covered.
Tax Loss Harvesting
Once you meet the investment minimum, automatically sell investments that generated losses and replace them with similar ETFs while lowering your tax bill.
Note: Tax loss harvesting involves an additional fee of 0.20% annually and is only available for accounts with balances over $25,000.
- Quarterly review: We’ll review your portfolio using the tax loss target information you provided in your consultation. We’ll determine what losses can be realized to reach your target, then proactively help you reach your tax loss target without impacting your overall strategy performance.
- Improved tax outlook: The realized loss can be applied to lower your tax liability.
Quarterly/Annual Rebalancing
Rebalancing is your secret weapon. Investments realign your portfolio to match your asset allocation goals.
- Maintain risk level: If your portfolio becomes too heavy in high-risk assets, rebalancing brings you back to a safer, more comfortable zone.
- Buy low, sell high: By profiting from overperforming assets and reinvesting in undervalued ones, you enhance returns over time.
- Stop emotional decisions: With regular rebalancing handled by Axos Invest experts, you’re less likely to be swayed by market noise or panic about short-term volatility.
Flexibility Along Your Financial Journey
With an Axos Managed Portfolio, you have the power to adjust your investment goals at any time. Here's how we make it simple:
- Personalized options: Share your views on risk, volatility, investment types, even taxable accounts or IRAs for a tailored approach.
- Curated manager/model offerings: With our helpful tool, review portfolio managers and models, adjust lifecycle objectives and asset allocations to fit your financial goals.
- Transparent comparisons: View pricing upfront to easily compare costs across available managers and models.
Our Pricing
We’ve built our pricing to deliver ongoing value while always being clear and transparent.
- Minimum Account Fee: $40 annually (only charged to accounts with model fees less than $10 per quarter).
- Model Fee: This fee is based on the Assets Under Management (AUM) in your account. The Model Fee is billed quarterly based on your account's average balance at the end of each quarter.
- Tax Loss Harvesting (optional): Tax loss harvesting involves an additional fee of 0.20% annually and is only available for accounts with balances over $25,000.
For more information on pricing, please review the Managed Portfolios Fee Schedule.
FAQs
What’s the account minimum for managed portfolios?
Our pricing is flexible and transparent, allowing investors to identify the strategy that works best for their situation and price point.
How much will I be charged?
Please see our Managed Portfolios Fee Schedule for the latest details on pricing.
What investment accounts do you offer?
Choose from options including Individual, joint, Roth IRA, and Traditional IRA accounts.
Can I withdraw funds anytime?
Yes, you can withdraw funds at any time and with no additional fees.
Can I create multiple accounts?
Yes, customers can choose to open multiple accounts.
Do I have to actively monitor my investments?
Axos invest will monitor and rebalance only when the asset allocation or model weights deviate by 5% plus or minus. Axos Invest may rebalance during contribution or withdrawal events or if Axos Invest or other managers are implementing portfolio management decisions.
It’s active management that works for you.
We know every investor’s needs are unique and dynamic. That’s why we’ve built a platform focused on active management, thoughtful diversification, and expert guidance. It’s time to redefine your investment strategy and achieve results with the guidance you deserve.
Guidance from Managed Portfolio Experts
Ready to elevate your investing strategy with Axos Managed Portfolios? Connect with our team to explore personalized strategies, smart portfolio management, and how this intelligent investment solution can support your financial goals.