X and Y Advisors is a fee-only firm providing financial planning, investment management, tax preparation, accounting, and business consulting. Financial planning covers areas like business planning, cash flow, college savings, estate planning, goal setting, investment review, retirement planning, risk management, and tax planning. Investment management is available only to financial planning clients.
Assets Under Management$9.5M
Clients9
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$4.8M
Fee Structure
Planning is included in investment management
Investment management is only available to clients who also use X and Y Advisors' comprehensive financial planning services, at no additional cost. If X and Y Advisors uses an outside investment manager, the combined fee charged to the client will not exceed 2% of the value of your portfolio.
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