XXI Wealth provides financial planning, consulting, and investment management services. They allocate client assets among various investments and independent investment managers. XXI Wealth tailors its services to each client's needs, considering their risk tolerance, time horizon, and liquidity constraints. They also use Dynasty Financial Partners for operational and back-office support.
Fee Structure
XXI Wealth charges an annual fee based on the amount of assets managed or advised, up to 1.50%. The fee is calculated quarterly, in advance, based on the market value of the assets. Adjustments are made for deposits and withdrawals over $100,000. The firm may negotiate a lower fee based on certain criteria. Clients also incur additional charges from third parties, such as broker-dealers and custodians. The firm pays 0.25% of its advisory fee to Pontera for managing held away accounts.