X Advisors, LLC offers asset management and financial planning services to individuals, families, and businesses. Asset management involves creating and managing investment portfolios tailored to client needs, including stocks, bonds, ETFs, and mutual funds. Financial planning covers areas like retirement, education, tax, and estate planning. X Advisors also offers wealth management services such as estate planning coordination, insurance counseling, and tax planning assistance.
Fee Structure
X Advisors charges a maximum annual fee of 2.50% for asset management services. The specific fee is based on the scope and complexity of each client's circumstances and is outlined in the advisory agreement. Fees are billed monthly in advance, based on the value of the account on the last business day of the previous month. Fees are negotiable and deducted from client accounts.