Cx Institutional, LLC

View SEC Summary

Assets Under Management

$3.3B

Number of Clients

3,430

Number of Advisors

Average Client AUM

$973K

AUM per Advisor

$54.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

CX Institutional offers investment management through the CX Multi-Strategy Platform Program and Client Experience Program, providing tailored solutions with financial planning services. Fees are negotiable and vary based on factors like representative, assets, complexity, and servicing needs. They also offer non-discretionary investment management and retirement plan consulting.

Fee Structure

Minimum Investment:$500

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthCharitable GivingSocially Responsible Investing