Chad Baxter is a CFP, ChFC-designated registered investment advisor at Cx Institutional, LLC, based in Blue Ash, OH, with 9 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,077 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CX Institutional charges a percentage of the value of your investments, and this fee is negotiable up to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, the complexity of your situation, and your servicing needs. Clients also pay a $10 quarterly fee per account, plus $2.50 per sleeve per quarter, and an additional $2.50 per account quarterly for account aggregation services.
Location
4555 Lake Forest Dr., Suite 160, Blue Ash, OH, 45242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cx Institutional, LLC
Previous Registrations
Clarify Wealth Management
LPL Financial LLCBroker
Mercer Allied Company, L.P.Broker
State Registrations1 state
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