Xantos Labs provides investment management services using computer software-based models that implement quantitative investment strategies. Xantos offers general consulting services, including developing investment guidelines and allocating financial resources, and discretionary advisory services, which use mathematical and statistical methods to drive automated trading systems. Xantos' services are offered to individuals, pension and profit-sharing plans, trusts, and other entities, primarily through an internet-based platform.
Assets Under Management$3.3M
Clients109
Advisors1
Avg. per Client$31K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:$500
Investment management only (planning not offered)
Minimum Annual Fee:$60
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is the greater of $5/month or 2.00% per year. Fees may be lowered through promotions, referrals, and other discounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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