CX Institutional manages investment portfolios and provides personalized financial planning and consulting for individuals, high-net-worth families, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary investment management through various strategy programs, allocating assets among individual stocks, bonds, fixed income securities, structured products, exchange-traded funds, and mutual funds. In addition, CX Institutional provides retirement plan consulting services and utilizes online platforms to assist clients with comprehensive financial goal setting, asset allocation oversight, and management of accounts held away from the primary custodian.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Program fees consist of an investment advisory fee and strategy fee, up to a maximum of 2.0% annually, and are negotiable.
