Rexford Capital, established in 2003, is an independent investment advisor managing portfolios of stocks and bonds for individuals, corporations, retirement plans, and trusts. Rexford Capital aims to add value by acting in the client's best interest and avoiding conflicts of interest. The firm focuses on investment management and behavioral finance, helping clients avoid common investment mistakes. Rexford Capital also offers wealth management and financial planning services, though this service is closed to new clients.
Assets Under Management$130M
Clients57
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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