CX Institutional offers investment portfolios to individuals, high net worth individuals, charitable organizations, and business entities. They provide investment management on a discretionary and non-discretionary basis, and also offer financial planning and consulting services. CX Institutional allocates client investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, structured products, and/or exchange traded funds (ETFs).
Fee Structure
CX Institutional charges a percentage of the value of your investments, and this fee is negotiable up to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, the complexity of your situation, and your servicing needs. Clients also pay a $10 quarterly fee per account, plus $2.50 per sleeve per quarter, and an additional $2.50 per account quarterly for account aggregation services.
