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Review

Axos Invest

Percentage-of-AUM managed portfolios from Axos Bank

Axos Invest (formerly part of the Axos financial platform) offers managed ETF portfolios on a percentage-of-AUM fee model. It fits best if you already bank with Axos and want investing alongside your accounts.

Annual fee

0.24%

Minimum

$500

Best for

Axos Bank customers wanting managed investing

Sign up with Axos Investcoming soon

Fees

0.24%

0.24% annual advisory fee on Axos Invest Managed Portfolios (per Axos's published fee schedule, Sep 2026), plus a $40/year minimum account fee charged quarterly. Model-specific fees may vary — confirm current terms on Axos's site.

Returns report

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Returns in the report are comparable estimates from each advisor's published performance, shown net of advisory fees so you can compare them. They are for comparison — not a forecast, and they will not match any one account. Past performance does not guarantee future results. This is educational, not personalized advice.

Pros

  • Managed portfolios without picking your own funds
  • Integrated with Axos Bank accounts
  • Reasonable $500 minimum

Cons

  • Fee schedule is less transparent than rivals — confirm current terms
  • No tax-loss harvesting
  • Smaller track record than the big standalone robos

Axos Invest FAQ

Axos Invest charges 0.24%. Fund expense ratios on the underlying ETFs apply on top, typically 0.05–0.20%.

Sign up with Axos Investcoming soon

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Get the robo-advisor returns report

We email comparable estimates of each advisor's published performance, net of advisory fees. Use a real inbox — a typo means the report never arrives.

Returns in the report are comparable estimates from each advisor's published performance, shown net of advisory fees so you can compare them. They are for comparison — not a forecast, and they will not match any one account. Past performance does not guarantee future results. This is educational, not personalized advice.