XO Capital provides financial planning, consulting, and investment management services to individuals, trusts, estates, and businesses. Financial planning covers business planning, cash flow forecasting, tax and estate planning, retirement, insurance, and education planning. Investment management includes discretionary and non-discretionary management of investment portfolios, allocating assets among mutual funds, ETFs, individual securities, and independent investment managers. XO Capital also provides business brand and talent management services.
Fee Structure
XO Capital offers investment management services for an annual fee based on the value of your portfolio. This fee ranges from 0.25% to 1.00%. Alternatively, XO Capital may charge a fixed fee for investment management services, which will be individually negotiated. The annual fee is charged quarterly, in arrears.