Axio Consulting Group

Axio Consulting Group is a financial advisor in West Columbia, SC, focused exclusively on workplace retirement plans. The firm serves plan sponsors, participants, and financial advisors, offering 3(38) fiduciary management, 3(21) co-fiduciary investment management, and retirement plan consulting for both new and established plans. Its work covers investment selection and monitoring, plan design review, provider due diligence, Investment Policy Statement development, and plan fee benchmarking for ERISA and Non-ERISA governed plans.

Axio was founded on the principles of prudence and objectivity and operates on a transparent, fee-based model with straightforward pricing, avoiding commission-based products, loads, and revenue sharing arrangements to align its interests with those of its clients. Its exclusive focus on workplace retirement plans allows it to cultivate fiduciary expertise in that area of employee benefits and financial planning. The firm customizes each retirement plan to the organization it serves, addressing the distinct needs of sponsors, participants, and advisors.

Its 3(38) Fiduciary Management service is built to alleviate the burden of investment selection and monitoring within retirement plans. Using an open architecture platform, Axio crafts an unbiased, customized investment menu tailored to a company's demographics, selecting from a broad universe of investment options without being limited to proprietary products. The 3(21) co-management service provides a curated list of prudently selected investment alternatives, with the plan sponsor retaining final say over the plan's options. Detailed quarterly monitoring reports cover market conditions, investment performance, and overall plan health. The retirement plan consulting service guides clients through plan design and features, service provider selection, and the development of a robust Investment Policy Statement.

The office sits on Trade Zone Drive, about a tenth of a mile from Airport Boulevard and the Columbia Airport Expressway. Airport High School and Disability Determination Services are each roughly 0.4 miles away, R H Fulmer Middle School is about 0.5 miles away, and the Vocational Rehabilitation Lexington Area Office and Training Center is about 0.6 miles away.

Axio Consulting Group's fee-based structure and exclusive focus on workplace retirement plans make it a specialist in retirement plan fiduciary services for organizations across the West Columbia area.

Services:

• 3(21) Co-Management
• 3(38) Fiduciary Management
• Retirement Plan Consulting