At Axon Capital Management, our investment management philosophy is rooted in discipline, transparency, and alignment with your long-term goals. We believe that great investing isn’t about chasing headlines or timing the market—it’s about building a portfolio that reflects your risk tolerance, life stage, and financial priorities. Whether you're saving for retirement, a major purchase, or simply looking to grow your wealth, we create tailored strategies designed to deliver results with clarity and confidence.
A personalized investment plan based on your financial goals and risk profile
Ongoing portfolio management and rebalancing to maintain your strategy
Tax-efficient investment selection and withdrawal strategies
Clear reporting and communication so you always know where you stand
Whether you’re mapping out the next 30 years or just trying to make smarter choices today, our process is designed to help you clarify your goals. As a fiduciary, we do not sell products or accept commissions—we provide unbiased advice and institutional-quality portfolio construction focused solely on your best interests. Our approach is tax-aware, cost-efficient, and rooted in evidence-based principles. We actively monitor and adjust portfolios as your needs and markets evolve, ensuring your investments remain aligned with your bigger picture.
Who We Work With
An Inside Look At How We Help
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Background: 42-year-old software engineer and 39-year-old marketing director in Leander, married with one child
Life Stage: Mid-career, dual-income household, maxing out retirement accounts
Planning Problems
Accumulated over $500,000 in retirement accounts but no coordinated investment strategy
Concerned their portfolio was too aggressive given plans to buy a second home
Unsure how to incorporate employer stock and cash holdings into their overall plan
Solution
Our financial advisors created a cohesive investment strategy that balanced growth and stability:
Consolidated and rebalanced their accounts into a globally diversified portfolio
Introduced a short-term allocation for their home goal, separate from retirement assets
Integrated employer stock into their broader asset mix, reducing overexposure
Outcome
Rachel and Evan now have a clear, goal-aligned investment plan and feel confident knowing each account serves a specific purpose. Their investments are properly diversified, and they’re on track to purchase a second home in 18–24 months without disrupting their long-term goals.
The above case studies are hypothetical in nature and do not involve real client data. The above results should not be construed as a guarantee of any future results when engaged in financial planning or advisory services.
Case Client: Jonathan
Background: 55-year-old project manager in Georgetown, recently downsized and managing a $750k rollover IRA
Life Stage: Pre-retirement, single, planning to retire within 7–10 years
Planning Problems
Managed his investments himself using high-risk ETFs and individual stocks
Experienced significant losses during a market downturn and lost confidence
Unsure how much risk to take given his shortened retirement horizon
Solution
Financial planners at Axon developed a retirement-focused portfolio designed for growth and downside protection:
Shifted from speculative investments to a diversified, lower-volatility allocation
Implemented a glide path strategy to reduce risk over time as retirement nears
Built in a tax-aware income withdrawal plan for early retirement
Outcome
Jonathan regained peace of mind and clarity about his path to retirement. With a structured investment approach and risk management in place, he now feels empowered rather than overwhelmed—and confident about retiring around age 63.
The above case studies are hypothetical in nature and do not involve real client data. The above results should not be construed as a guarantee of any future results when engaged in financial planning or advisory services.
Comprehensive Financial Guidance
A breakdown of our service offering and the accompanying costs:
AUM – Ongoing Planning
This model is for clients seeking ongoing support and a hands-on partnership to manage their investments and financial life. I work with you continuously to ensure your plan stays aligned with your evolving goals and market changes.
Investment management tailored to your risk tolerance and objectives
Ongoing financial planning covering areas like retirement, taxes, equity compensation, and more
Proactive strategy adjustments as your life changes (e.g., new job, family milestones, or major purchases)
Unlimited communication and support to answer questions or address concerns throughout the year
Assets Invested
Annual Fee
$0-$250,000
1.20%
$250,000 - $2,000,000
1.00%
$2,000,000 - $5,000,000
0.80%
> $5,000,000
0.60%
Not blended, you move up full tiers as AUM grows. Example: For $350,000 in managed assets, the annual fee would be approximately $3,500. The fee is charged quarterly and deducted directly from your investment accounts for convenience.
Mid-career or high-income earners looking for ongoing advice and portfolio management
Clients who prefer to delegate financial tasks and want a dedicated advisor to help navigate their financial journey
Full Financial Plan
This model is ideal for individuals or families who want a comprehensive financial plan but prefer to implement it on their own. In two focused meetings, we’ll create a personalized roadmap for the most important areas of your financial life.
A full review of your current financial situation, including income, expenses, investments, and debt
Major life goals like home buying, education funding, or early retirement
Retirement savings (401(k), Roth IRA, IRA)
Equity compensation planning
A detailed written financial plan with actionable steps
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