Exos Wealth Strategies is a registered investment advisor based in Spring, Texas, founded in June 2020 and wholly owned by J. Marcel Louimeus. The firm provides personalized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. Clients can choose between discretionary or non-discretionary investment management, where the firm builds and monitors portfolios primarily using mutual funds and exchange-traded funds. Financial planning and consulting services cover broad topics such as estate planning and insurance planning, and can be bundled with investment management or obtained on a standalone basis. Exos Wealth Strategies also offers retirement plan consulting services to employers and plan sponsors, and maintains affiliations with private investment funds. The firm generally recommends Altruist Financial as the broker-dealer and custodian for client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.35% |
| $5M+ | 0.35% |
Schedule reflects bundled investment management and financial planning. Standalone investment management rates start at 0.90%. Fees are negotiable for amounts over $5 million.