10X Capital Partners offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. Services include investment strategy, asset selection, asset allocation, regular portfolio monitoring, and risk tolerance assessment. The firm may require authority to make trades without asking first.
Assets Under Management$1.3B
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.