Pyxis Capital offers investment management services by recommending a third-party advisor to manage client portfolios. Pyxis Capital monitors the accounts and acts as the client's primary financial advisor. They also offer financial planning services, creating tailored plans covering various topics like retirement, taxes, and insurance. Clients receive a written financial plan upon completion of the engagement.
Pyxis Capital does not directly manage your investments. Instead, they recommend a third-party advisor, Advisory Alpha, to manage your portfolio. Pyxis Capital shares in a portion of the management fee charged by Advisory Alpha. The total annual management fee ranges from 0% to 1.70%, and Pyxis Capital typically receives 50% of that fee. Fees will not exceed 2% of the assets under management. The exact fee will be disclosed in the third-party advisor's brochure.