CXI Advisors, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, high net worth individuals, charitable organizations, and businesses. CXI Advisors partners with its affiliate, CX Institutional, to manage client investments, focusing primarily on individual equities, fixed income securities, mutual funds, and exchange-traded funds. The firm tailors its services to each client's specific investment goals and allows reasonable restrictions on portfolio management. CXI Advisors also offers retirement plan consulting for plan sponsors and can provide access to online aggregation and planning software. The firm does not accept performance-based fees and operates primarily through third-party custodians like Charles Schwab.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable up to 2.50% based on factors such as account size, complexity, and servicing needs.