Inexco Advisors LLC, based in Miami, FL, provides investment advice tailored to individual client needs. They manage portfolios using a top-down approach, incorporating a tactical asset allocation model with their security selection methodology. The firm designs three model portfolios for different types of investors: absolute long-term growth, moderate balanced growth, and conservative investors. Inexco primarily advises on exchange traded funds but may advise on other investments based on client goals.
Assets Under Management$2.5M
Clients1
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Advisory fee is negotiable, depending on individual client circumstances. At our discretion we may waive the minimum fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...