EXDS Capital offers investment management where they make investment decisions for you, and financial planning services on a project basis. For investment management, they create a plan based on your goals and risk tolerance and manage your portfolio. Financial planning covers retirement, tax, estate, real estate, and business interests. EXDS Capital does not provide services to residents of the EU, UK, or EEA.
Assets Under Management$170K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$170K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees may be negotiable depending on account size and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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