Fees

We offer a solution tailored for each stage of your wealth journey

Fixed, transparent fees without conflict of interest. Each model was structured with a clear scope, a defined process, and full alignment with the client's objectives.

Investments
Wealth
One-time Advisory
Independent analysis of your current portfolio for restructuring, strategy shifts, or a qualified second opinion. Our suitability process follows international Wealth Management methodologies to ensure greater precision.
R$ 2,800

Ideal for:

Investors who need strategic guidance at a specific time, with no commitment to continuity.

Assessment Initial and investor profile analysis
Macro assessment: current portfolio versus profile, life stage and objectives
Micro valuation: products, indexers, exposure to risk, and identification of assets that must remain, leave, or enter
Initial strategic meeting of up to 60 minutes
Structuring the personalized asset allocation
Detailed Asset Allocation Report
Review meeting and adjustments of up to 60 minutes
Request your Initial Meeting
Annual Advisory
Ongoing strategic support over 12 months, including monthly reports, quarterly reviews, and an annual consolidation. We operate outside the financial distribution system. Our independence is structural.
R$ 5,200
or 1% of the invested assets. Whichever is bigger.

Ideal for:

Investors who value continuity, process discipline, and long-term independent guidance.

All stages of the one-time advisory process
Macro and micro evaluation of the portfolio at each quarterly review
3 strategic quarterly review meetings of up to 60 minutes each
3 quarterly strategic review reports
Redefinition of guidelines and allocation adjustments as the scenario changes
Annual consolidation meeting of up to 60 minutes
Annual Portfolio Consolidation Report after 12 months
Request your Initial Meeting
International Investor
Specialized consulting for international investors and non-resident Brazilians. The entire process can be conducted in English, including technical, tax, and operational guidance.
$2,000

Ideal for:

International investors seeking diversification in fixed income in Brazil or other local assets, with independent and bilingual technical support.

Investor profile analysis and equity objectives
Guidance on available instruments: CDB, Treasury Direct, FIIs, variable income, and others
Guidance on opening an account with a Brazilian brokerage firm
Full explanation of Brazilian taxation of non-residents
3 strategic meetings conducted in English, if necessary
Guidance on the remittance of funds to Brazil and exchange operations
Analysis of the impact of the American Foreign Tax Credit on income earned in BrazilForeign Tax Credit americano sobre rendimentos obtidos no Brasil
Request your Initial Meeting
Succession Planning
Diagnosis and complete asset transfer strategy, with mapping of risks, costs and available instruments. Legal and accounting execution carried out by high-level independent partner offices.
Starting from
R$5,000

Ideal for:

Those who have relevant assets and have not yet formally structured the transfer, or wish to review an existing succession structure.

Complete asset mapping and identification of succession vulnerabilities
Analysis of available instruments: will, living gift, family holding, and life insurance
Strategy for reducing ITCMD and inventory costs
Coordination with partner legal and accounting offices according to the complexity of the case
Strategic report with detailed action plan
Analysis of private pension as a non-inventoriable asset and a succession planning instrument
Guidance on family holding structures and intergenerational asset protection
Request Your Initial Meeting
Strategic Wealth Planning
Complete diagnosis of the financial structure, based on a proprietary framework of 9 indicators that map income, expenses, equity, debts, liquidity, financial behavior, and real wealth formation capacity. The focus is not on products or profitability but on structure, clarity, and control.
R$ 3,600

Ideal for:

Those who want to organize their financial lives feel that they earn well but do not see results, or seek clarity and structure before starting to invest.

Asset diagnosis using a proprietary framework of 9 indicators
Licença de uso do framework por 12 meses, com edição dos dados e recálculo automático dos 29 indicadores
Budget organization, cash flow structuring, and emergency reserve
Debt Management and Credit Planning
Asset protection assessment and risk management — analysis of insurance and coverage vulnerabilities
Planning for Retirement and Financial Independence
3 strategic meetings of up to 60 minutes each
minutos cada
Detailed report with personalized action plan
Request Your Initial Meeting
Strategic Mentoring
Practical technical support in 5 individual meetings for the complete and autonomous implementation of the defined asset strategy. From access to international markets to the custody of digital assets.
R$6,800

Ideal for:

Clients who have already completed the consultancy and need technical guidance to execute the strategy safely and with total autonomy.

Opening an account with an international broker (Charles Schwab or Interactive Brokers)
Transfer of resources abroad and foreign exchange operations
Purchase and custody of international ETFs and U.S. Treasuries
Purchase of Bitcoin and custody in a specific cold wallet
Purchase of assets in the Brazilian market and operational portfolio management
Guidance on foreign asset declaration (DCBE) and Brazilian regulatory compliance
Structuring of a rebalancing strategy and autonomous portfolio maintenance over time
Request Your Initial Meeting
Philosophy of Action

Principles that
guide every decision

A set of convictions about heritage, process, and responsibility that underpins every AXIOM orientation.

Access Our Technical Analyses
“We encourage our clients to think about how their assets can serve their real life purpose. Each share of capital has a function: part must protect, part must grow, part must provide what really matters. Organizing this clearly is the starting point of any consistent estate planning.”
“Effective wealth management goes beyond choosing good investments. It involves understanding the context of each client, organizing the financial structure, reducing vulnerabilities, and maximizing the real impact of each decision over time”
“We understand that prosperity is as much about responsibility and security as it is about growth. For this reason, we seek strategies with clear logic and disciplined execution, capable of generating consistent results over time”
“High-level wealth management doesn't start with the choice of assets. It begins with understanding what assets need to do, for whom, and within what time frame. Aligning capital with real life objectives is what transforms allocation into strategy”
“We encourage our clients to think about how their assets can serve their real life purpose. Each share of capital has a function: part must protect, part must grow, part must provide what really matters. Organizing this clearly is the starting point of any consistent estate planning.”
“Effective wealth management goes beyond choosing good investments. It involves understanding the context of each client, organizing the financial structure, reducing vulnerabilities, and maximizing the real impact of each decision over time”
“We understand that prosperity is as much about responsibility and security as it is about growth. For this reason, we seek strategies with clear logic and disciplined execution, capable of generating consistent results over time”
“High-level wealth management doesn't start with the choice of assets. It begins with understanding what assets need to do, for whom, and within what time frame. Aligning capital with real life objectives is what transforms allocation into strategy”
“Discipline is not rigidity. It is the ability to maintain a rational and consistent process even when the environment pressures for reaction. It's what separates solid decisions from those made under the influence of the moment”
“Risk is not a number. It depends on the context, objectives, and constraints of each client. Managing it accurately requires extensive analysis, not just answers in a questionnaire.”
“Time is the scarcest asset in wealth management. Delayed decisions and ill-defined strategies have a cost that builds up silently. A robust and well-planned process puts the client in control of their financial destiny”
“Heritage built without structure is a vulnerable asset. The difference between accumulating capital and preserving it over time lies in the quality of decisions taken with consistency, not in moments of luck or favorable market”
“Discipline is not rigidity. It is the ability to maintain a rational and consistent process even when the environment pressures for reaction. It's what separates solid decisions from those made under the influence of the moment”
“Risk is not a number. It depends on the context, objectives, and constraints of each client. Managing it accurately requires extensive analysis, not just answers in a questionnaire.”
“Time is the scarcest asset in wealth management. Delayed decisions and ill-defined strategies have a cost that builds up silently. A robust and well-planned process puts the client in control of their financial destiny”
“Heritage built without structure is a vulnerable asset. The difference between accumulating capital and preserving it over time lies in the quality of decisions taken with consistency, not in moments of luck or favorable market”
Frequently Asked Questions

Some frequently asked questions about our business models

Objective answers about AXIOM's scope, process, and hiring conditions.

Request your Initial Meeting
What service formats does AXIOM offer?

The 2 main service models available are:

• Strategic Wealth Planning: Retirement planning included, with estate planning available as an add-on.

• One-off Consulting and Annual Consulting: Investment Consulting with Strategic Mentoring available as an exclusive add-on for consulting clients.

These service models are independent of each other and can be contracted individually or combined, depending on the client's needs.

What is the difference between Investment Consulting and Strategic Mentoring?

Our consulting services are strategic and decision-oriented, focused on structuring, reviewing, and directing investments.

Strategic Mentoring empowers clients to execute their defined strategy with confidence and autonomy. In practice, it covers processes that require specific technical expertise: opening international brokerage accounts, purchasing and storing Bitcoin in cold wallets, transferring funds abroad, and executing allocations in global markets. This service is not available on an individual basis.

How often do customer meetings take place?

The frequency depends on the chosen plan. For Annual Consulting, comprehensive portfolio reviews take place quarterly, including a structured meeting and a dedicated report. Between these reviews, AXIOM continuously monitors the macroeconomic landscape and, at its discretion, provides guidance to the client whenever significant market shifts warrant a specific recommendation.

Is there a minimum amount to be an AXIOM customer?

There is no universal minimum value. Each service model has a fixed fee. Suitability is assessed on an individual basis, taking into account your profile, objectives, asset complexity, and the scope of services required.

Is there a fine or contractual grace period?

There is no severance penalty.The contractual relationship may be terminated at any time, under the terms provided for in the contract.

The first step

Wealth clarity begins with a well-conducted meeting with someone who has nothing to sell.

An initial meeting to understand the client's context and objectives, to present the AXIOM methodology and to identify the most appropriate operating model for the moment.

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We help our clients align their investments with the purpose of their wealth

We begin by understanding your current situation and your goals. From there, we show how our independent analysis and disciplined process can strengthen your strategy.
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