X Advisors, LLC provides asset management, wealth management, financial planning, and retirement plan consulting services to individuals, high-net-worth individuals, trusts, estates, and businesses. Founded in California in 2021 and owned by Betsy Ginn, X Advisors focuses on designing and monitoring customized investment portfolios consisting of stocks, bonds, exchange-traded funds, mutual funds, and other securities. The firm also offers standalone financial planning and coordination for estate planning, insurance counseling, and tax strategies. X Advisors works to align investment strategies with each client's specific goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50%. Fees are negotiable and based on the scope and complexity of client circumstances.