X-Square Capital offers investment advice to clients through managed accounts. They help clients determine how to allocate their money among different asset classes and manage the investment portfolio. Investments are not limited to specific products and may include mutual funds, stocks, bonds, and other securities. X-Square also provides advisory services to investment funds. X-Square may be retained as a sub-adviser to another registered investment advisor.
Assets Under Management$620M
Clients262
Advisors8
Avg. per Client$2.4M
Avg. per Advisor$77M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
X-Square Capital's annual fee for managing your investments is generally between 1% and 2%. The exact fee depends on the account's trading volume, size, and investment strategy. All fees and account minimums are non-negotiable.
Loading...