Exencial Wealth Advisors manages investment portfolios and offers financial planning services like retirement planning, tax planning, and estate planning. Exencial also provides consulting services to 401(k) retirement plans and executive services to corporate executives. Exencial may recommend investments in private funds to certain clients. Exencial also provides research services to other financial planning firms.
Fee Structure
Exencial Wealth Advisors charges a percentage of the value of your portfolio each year. This fee can vary based on the size of your portfolio and the services provided, but is generally around 1%. Ultra-high net worth clients may be offered a flat annual fee plus an asset-based fee. Fees are charged quarterly, in advance. Clients may also incur fees charged by custodians, brokers, and other third parties.