Adam Stern is a registered investment advisor at Xo Capital LLC, based in Los Angeles, CA, with 4 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 25 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
XO Capital offers investment management services for an annual fee based on the value of your portfolio. This fee ranges from 0.25% to 1.00%. Alternatively, XO Capital may charge a fixed fee for investment management services, which will be individually negotiated. The annual fee is charged quarterly, in arrears.
Location
Los Angeles, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Xo Capital LLC
State Registrations1 state
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