365 Wealth Management Group

Axecap Investments LLC, operating as 365 Wealth Management Group, is a registered investment adviser based in Mason, Ohio, established in 2021. The firm offers asset management services to individuals, high net worth individuals, pensions, and profit sharing plans, acting as a fiduciary. Services include financial planning, retirement account management, and a Turnkey Asset Management Platform. There are no minimum account requirements. Fees are based on a percentage of assets under management, with a tiered fee schedule. The firm may charge performance-based fees for qualified clients. Investment strategies include equity and fixed income investments, with a focus on fundamental, technical, and quantitative analysis. Clients have the option to direct brokerage business. The firm does not take custody of client funds and securities. Clients receive quarterly account statements and have the option to review accounts annually or upon request. The firm does not vote proxies on behalf of clients. Axecap Investments LLC has not been involved in any legal, disciplinary, or bankruptcy proceedings.