Xypn Invest
Assets Under Management
$321.0M
Number of Clients
325
Number of Advisors
40
Average Client AUM
$988K
AUM per Advisor
$8.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
XY Investment Solutions provides investment management and financial planning services tailored to individual client needs. Investment strategies include long-term investing incorporating Modern Portfolio Theory. Financial planning covers retirement, education, cash flow, debt reduction, estate planning, insurance, tax, and charitable giving.
Fee Structure
Minimum Investment:None
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth
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Location
24 E. Main Street, Bozeman, MT, 59715
40 Advisors at this firm
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