Xponify, Inc. provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Xponify creates an Investment Policy Statement for each client. Xponify also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debit/credit planning.
Assets Under Management$24M
Clients94
Advisors1
Avg. per Client$260K
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. Discounted fees may be applied if assets under management stay flat for the year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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