Xpotential Inc. provides investment management services to individuals, trusts, small businesses, and other entities. Xpotential manages accounts on a discretionary basis, meaning they make trades for you based on your goals. They specialize in globally diversified, low-cost portfolios, using both tactical and strategic asset allocation. Tactical allocation shifts the balance of assets over time to reduce risk during economic downturns and increase risk during expansions. Strategic allocation uses a consistent asset allocation target.
Assets Under Management$90M
Clients62
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Strategic Asset Allocation is provided at 0.5% fee. Fees are negotiable. Minimum annual fee of $1000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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