Xena Financial Planning provides ongoing investment advice and manages client funds based on their individual needs. Xena FP also offers financial planning services, working with clients to develop and implement financial plans, monitor progress, and recommend changes as needed. Planning covers cash flow, college savings, employee benefits, estate planning, retirement, risk management, and tax strategies. Xena FP also provides educational seminars and articles.
Assets Under Management$100M
Clients118
Advisors2
Avg. per Client$890K
Avg. per Advisor$52M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable. Some clients may have different fee schedules based on their legacy relationship with the firm or other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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