XY Investment Solutions provides investment management and financial planning services. Investment management can be discretionary or non-discretionary, using a diversified portfolio of mutual funds, ETFs, stocks, and bonds. Financial planning covers retirement, education savings, cash flow, debt reduction, estate planning, insurance, tax planning, and charitable giving. Clients can choose to implement the financial planning recommendations themselves.
Assets Under Management$880M
Clients705
Advisors50
Avg. per Client$1.3M
Avg. per Advisor$18M
www.xyplanningnetwork.com/invest ·www.birdieretirementplanning.com ·linktr.ee/wealth_decisions_by_brian
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
XY Investment Solutions offers investment management services for a fee based on a percentage of your portfolio. The fee can be up to 1.5% per year. The specific fee is negotiable and detailed in your investment advisory agreement.
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Location
50 Advisors at this firm
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