Assets Under Management

$3.0B

Number of Clients

4,185

Number of Advisors

29

Average Client AUM

$715K

AUM per Advisor

$103.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

XML Financial Group provides investment management, financial planning, investment advisory consulting, and retirement plan advisory services. They manage client investment portfolios on a discretionary basis, tailoring services to individual needs and objectives. They also offer financial planning services, including retirement, cash flow, trust and estate, educational, insurance, and tax-efficient planning.

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $4.0M0.90%
$4.0M - $5.0M0.80%
$5.0M - $6.0M0.70%
$6.0M - $7.0M0.60%
$7.0M - $8.0M0.50%
$8.0M - $9.0M0.40%
$9.0M - $10.0M0.30%
$10.0M - $11.0M0.20%
$11.0M - $12.0M0.20%
$12.0M - $13.0M0.20%
$13.0M - $14.0M0.20%
$14.0M - $15.0M0.20%
$15M+0.20%

Above $15,000,000, fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInsurance PlanningTax PlanningEstate PlanningInvestment Management
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Location

6901 Rockledge Drive, Suite 730, Bethesda, MD, 20817

29 Advisors at this firm

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