Xcel Wealth Management manages investment portfolios for individuals and other entities. They focus on understanding your financial situation and risk tolerance to create a tailored asset allocation plan. Xcel uses various investment strategies and analyzes securities to make informed decisions. They primarily invest in stocks, bonds, mutual funds, and exchange-traded funds.
Assets Under Management$500M
Clients334
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...