Xel Wealth Management offers portfolio management tailored to individual client goals and risk tolerance. They create investment policy statements and manage investments with discretionary authority. Xel Wealth Management also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt. They primarily recommend equities and fixed income, but may use other securities to diversify portfolios.
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
$0$500K$1M$5M$20M
Estimated Annual Fee
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