Excel Financial provides financial planning and investment management services. They work with individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and businesses. Excel determines investment strategies based on individual client goals, time horizons, and risk tolerance. They offer both discretionary and non-discretionary asset management services. Excel also provides service to qualified retirement plans, including 401(k) plans, 403(b) plans, pension and profit sharing plans, cash balance plans, and deferred compensation plans.
Assets Under Management$400M
Clients416
Advisors6
Avg. per Client$970K
Avg. per Advisor$67M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$625
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 0.90% |
| $500K - $1000K | 0.60% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $30.0M | 0.20% |
| $30.0M - $40.0M | 0.10% |
| $40M+ | 0.05% |
Fees are negotiable and may be adjusted based on the client's unique circumstances and service requirements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...