Xenith Financial Advisory Services (XFAS) provides ongoing portfolio management based on your individual goals and risk tolerance. XFAS creates a plan to help select a portfolio that matches your specific situation. XFAS also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit. XFAS primarily recommends equities but may use other securities to diversify your portfolio.
Assets Under Management$19M
Clients79
Advisors7
Avg. per Client$240K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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