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Axxcess Wealth Management for Investment Advisory Services

Vista Condor Global Academy District
Document date
Jul 20, 2022

The 30-second brief

What it covers

Vista Charter Public Schools has engaged Axxcess Wealth Management, LLC for investment advisory services. The agreement includes quarterly investment management fees based on the fair market value of portfolio assets. The annual advisory fee is set at 0.25%.

Who holds it

Axxcess Wealth Management holds this investment advisory contract with Vista Condor Global Academy District. Its other public contracts on record include work for Ingenuity Charter District.

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Contract details

Contract type
Investment Advisory
Document date
July 20, 2022
Term
NA
Vendor
Axxcess Wealth Management
Agency
Vista Condor Global Academy District
Source document
vista-condor-global-academy-district-contract-2022-07-20_dd2.pdf (Contract)

Axxcess Wealth Management's other public contracts

Ingenuity Charter District, Californiaingenuity-charter-districtcontract2023-07-20_b1a.pdf · Jul 20, 2023UndisclosedAll Axxcess Wealth Management contractsVendor profile

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Questions about this contract

Who was awarded the investment advisory contract by Vista Condor Global Academy District?

Axxcess Wealth Management was awarded this investment advisory contract by Vista Condor Global Academy District, as recorded on July 20, 2022.

What type of contract is this?

This is a Investment Advisory contract, documented as a contract record.

Where was this contract approved?

This contract appears in vista-condor-global-academy-district-contract-2022-07-20_dd2.pdf (Contract), dated July 20, 2022 from Vista Condor Global Academy District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Axxcess Wealth Management hold?

Axxcess Wealth Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Vista Condor Global Academy District currently buying?

Explore Vista Condor Global Academy District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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