XWealth provides investment management based on individual client goals and risk tolerance. XWealth creates financial plans covering investments, insurance, taxes, retirement, college, and debt. XWealth also offers concierge consulting services, including CFO services, bill pay, tax review, strategic planning, and financial management.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.00% |
| $10M+ | 1.50% |
Fees are negotiable. Qualified clients also pay a performance fee of 20% of capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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