WealthX Advisors is an investment advisory firm based in Scottsdale, Arizona. WealthX Advisors builds personalized investment portfolios tailored to each client's specific goals, time horizon, and risk tolerance. WealthX Advisors creates a custom investment policy statement for every client and takes the authority to make trades on your behalf without asking first. In addition to traditional investments like mutual funds, exchange-traded funds, and fixed income securities, WealthX Advisors also specializes in managing alternative assets, including venture capital funds, private placements, and cryptocurrency. WealthX Advisors primarily serves individuals, high-net-worth individuals, charitable organizations, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally negotiable. Cryptocurrency asset management is charged up to 2.00% per year based on the average daily balance.