Xponance offers equity and fixed income investment strategies through separately managed accounts and commingled funds. Xponance also offers tactical completion strategies. Xponance considers client objectives, restrictions, and guidelines when structuring and servicing client accounts. Xponance also provides manager of managers investment services for institutional clients through the establishment and management of multi-manager portfolios.
Assets Under Management$20B
Clients117
Advisors1
Avg. per Client$180M
Avg. per Advisor$20B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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