Xpand Investments LLC offers investment management and financial planning services. Financial planning involves creating a customized Investment Policy Statement based on your goals, risk tolerance, and financial situation. Investment management is offered on a discretionary basis, managing portfolios of various financial securities. Xpand Investments also provides consulting services and educational courses.
Assets Under Management$1M
Clients7
Advisors1
Avg. per Client$150K
Avg. per Advisor$1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.20% |
| $50K - $100K | 1.10% |
| $100K - $500K | 0.90% |
| $500K - $1.0M | 0.70% |
| $1.0M - $5.0M | 0.45% |
| $5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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