Exos Wealth Strategies offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and retirement plans. Exos provides investment advice tailored to each client's needs. Financial planning covers investment and non-investment matters, including estate and insurance planning. Exos also offers retirement plan consulting services to plan sponsors and investment advice to individuals regarding their 401(k) assets.
Fee Structure
Exos Wealth Strategies charges an annual fee based on a percentage of the value of your investments.
For bundled investment advisory and financial planning services, the fees are:
- First $999,999: 1.00%
- Next $500,000: 0.80%
- Next $1,000,000: 0.50%
- Next $2,500,000: 0.35%
- Over $5,000,000: Negotiable
For standalone investment advisory services, the fees are:
- First $499,999: 0.90%
- Next $500,000: 0.75%
- Next $1,500,000: 0.60%
- Next $2,500,000: 0.50%
- Over $5,000,000: Negotiable
Fees may be negotiable and can vary based on factors such as the amount of assets, complexity, and anticipated services.