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William Michael Haase

AXECAP INVESTMENTS, LLC·MASON, Ohio
Unclaimed Profile
5770 GATEWAY BLVD, MASON, OH 45040CRD# 5601899Firm CRD# 314674
01

About

William Michael Haase is a registered financial advisor based in MASON, Ohio, affiliated with AXECAP INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AXECAP INVESTMENTS, LLC
365 WEALTH MANAGEMENT GROUP
AUM
$150M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at AXECAP INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5601899
Firm CRD# 314674
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Michael Haase offer?
William Michael Haase specializes in Financial Planning, Investment Management. Contact their office in MASON, Ohio for a consultation.
What are William Michael Haase's credentials?
William Michael Haase is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Michael Haase located?
William Michael Haase is based in MASON, Ohio, working with AXECAP INVESTMENTS, LLC. Their office serves clients in the MASON metropolitan area and surrounding communities.
How does William Michael Haase charge for services?
William Michael Haase's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AXECAP INVESTMENTS, LLC?
AXECAP INVESTMENTS, LLC has approximately 8 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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Research
Advisor Fees in OhioNational Fee Analysis
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