XLM Capital Management offers investment advice, both with and without the authority to make trades without asking you first, to individuals, estates, and businesses. XLM creates a portfolio of investments tailored to each client's risk tolerance, financial situation, tax circumstances, and investment goals. XLM primarily recommends individual stocks and options.
Assets Under Management$70M
Clients20
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $500K | 1.38% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negotiable in rare circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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