XFO Capital offers financial planning, consulting, and investment advisory services to individuals, families, trusts, estates, charitable organizations, corporations, and business entities. XFO Capital tailors client accounts to address specific goals, objectives, and constraints, considering factors like risk tolerance and investment time horizon. The firm uses both active and passive management strategies and may invest in various securities, including stocks, bonds, ETFs, and alternative investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $8.0M | 0.80% |
| $8.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Clients are generally subject to a nonrefundable minimum quarterly fee equal to $1,500. All fee arrangements are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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