Find the answer to frequently asked questions about how we work and our services.
How we work
Why choose Axxets?
Being independent is one of our main differentiators, as it allows us to represent your interests and not those of banks or financial institutions.
Transparency is another one of our pillars. Through a completely personal relationship with you, we detail each step and decision of the work process.
Last but not least, we take the time to understand and know your objectives, which allows us to provide innovative and personalized solutions supported by a platform that helps us access the best opportunities in the industry.
Do I have to approve investment decisions?
It’s up to you. We have two working schemes:
- Within the discretionary scheme, we have the freedom to sell stocks and bonds.
- In the non-discretionary scheme, we require instructions from you.
It’s important to mention that in both schemes, you are always informed of all the movements that are made.
Do you take into account the tax impact of my investments?
Yes, we evaluate your situation and take into account the tax impact in our investment recommendations. We work with you, your lawyers and tax advisors to ensure that your tax structure is appropriate based on your needs.
Can you manage my portfolio at the bank where I currently have custody?
Yes, that’s correct. We have the freedom to work with any custodian, as being independent advisors, we do not have a conflict of interest. This allows us to search for the best option for you and provide a proposal tailored to your profile and objectives.
How is Axxets compensated?
There are two modalities through which we are compensated:
- Advisory fee compensates us through a percentage of the invested value or a fixed amount determined with you. The percentages vary depending on the portfolio size and responsibilities within the agreed-upon service.
- In Brokerage, we are compensated through a percentage of the security being bought or sold in the account.
We choose with each of the clients the one that is best in each case.
What does a financial advisor do?
A financial advisor gathers data, analyzes, prepares, and recommends a strategy related to financial planning and investments according to your profile and objectives.
Who needs a financial advisor?
Anyone who is interested in creating a financial plan and investing for the future. Managing investments has become complicated due to the number of options available and the requirements needed to succeed, so having someone to advise you on managing your wealth is a good value proposition.
What is a multi-family office?
It is an organizational structure that involves providing personalized advice and management for financial, tax, structural, and wealth-related matters.
When do I need a multi-family office?
A multi-family office is the best solution when you need to manage, invest, and maintain your wealth in an organized manner with the help of a third party in order to reduce the costs of having a single family office.
What is the difference between wealth management and family office?
Mainly the scope. Wealth management focuses on investing, while the multi-family office creates an integrated solution that helps you structure and maintain your global wealth in an organized and clear manner.
How do I choose the right service for me?
To choose a product, different factors should be considered such as your financial goals, investment horizon, risk tolerance, among others. Contact us and we will gladly advise you with a strategy specially tailored for you.