Assets Under Management
$3.0B
Number of Clients
4,185
Number of Advisors
29
Average Client AUM
$715K
AUM per Advisor
$103.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
XML Financial Group provides investment management, financial planning, investment advisory consulting, and retirement plan advisory services. They manage client investment portfolios on a discretionary basis, tailoring services to individual needs and objectives. They also offer financial planning services, including retirement, cash flow, trust and estate, educational, insurance, and tax-efficient planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $7.0M | 0.60% |
| $7.0M - $8.0M | 0.50% |
| $8.0M - $9.0M | 0.40% |
| $9.0M - $10.0M | 0.30% |
| $10.0M - $11.0M | 0.20% |
| $11.0M - $12.0M | 0.20% |
| $12.0M - $13.0M | 0.20% |
| $13.0M - $14.0M | 0.20% |
| $14.0M - $15.0M | 0.20% |
| $15M+ | 0.20% |
Above $15,000,000, fees are negotiable.
6901 Rockledge Drive, Suite 730, Bethesda, MD, 20817