Xitright is a registered investment advisor offering investment management and financial planning services. They assist clients with retirement planning, business exit planning, and retirement plan consulting. Xitright manages investments on a non-discretionary basis, using stocks, bonds, mutual funds, and other securities. They tailor their services to each client's individual needs and goals.
Assets Under Management$4.1M
Clients9
Advisors1
Avg. per Client$450K
Avg. per Advisor$4.1M
Fee Structure
Investment management only (planning not offered)
Investment management fees at Xitright range from $200 to $2,000. The fee is negotiable depending on the account size and number of accounts managed.
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