Xel Wealth Management provides personalized investment management and financial planning services for individuals, high-net-worth clients, and corporations. Founded in December 2023 and led by Saad Zoheir El-hajjaoui, the firm builds customized investment portfolios using strategies such as fundamental analysis, modern portfolio theory, technical analysis, and options trading. In addition to portfolio management, Xel Wealth Management offers various financial planning options, covering retirement, tax planning, estate guidance, budgeting, and insurance. The firm operates with a fiduciary duty to act in clients' best interests and utilizes Charles Schwab & Co. as its primary custodian.
Assets Under Management$8.5M
Clients34
Advisors1
Avg. per Client$250K
Avg. per Advisor$8.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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