WealthX Advisors provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. WealthX creates an Investment Policy Statement for each client. WealthX generally limits its investment advice to mutual funds, fixed income securities, insurance products, ETFs, treasury inflation protected/inflation linked bonds, venture capital funds, cryptocurrency, and private placements. WealthX does not participate in wrap fee programs.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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 fees are up to 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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