Xenith Capital, operating as XC, provides investment management services to clients. XC determines investment goals, risk tolerance, and time horizons to create investment strategies. XC has the authority to execute investment transactions. XC uses Altruist and Interactive Brokers as custodians.
Assets Under Management$29M
Clients53
Advisors1
Avg. per Client$550K
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are non-negotiable, but Xenith Capital may reduce its minimum fee or charge a reduced advisory fee at its discretion. Certain model portfolios may charge an additional fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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