CXI Advisors, through its affiliated registered investment advisor CX Institutional, offers investment advisory services and financial planning to individuals, high net worth individuals, charitable organizations, business entities, and pension and profit sharing plans. CXI Advisors monitors asset allocation compared to client investment objectives. Financial planning includes investment and non-investment related matters. CXI Advisors also provides retirement plan consulting/management services to sponsors of self-directed retirement plans.
Fee Structure
CXI Advisors provides investment advisory services through CX Institutional, charging a percentage of the value of your investments. The fee is negotiable and can be up to 2.50% per year. The exact fee depends on factors like the representative assigned, the amount invested, the complexity of your situation, and your servicing needs. Clients must engage CXI Advisors on a discretionary basis.