David B Margulies

Xml Financial Group

38 Years of Experience

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Firm Information

Xml Financial Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

29 advisors

Number of Clients

4,185 clients

Average Client Portfolio

$715K average

Assets Under Management

$3.0B

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.25%
$1.0M - $3.0M	1.00%
$3.0M - $4.0M	0.90%
$4.0M - $5.0M	0.80%
$5.0M - $6.0M	0.70%
$6.0M - $7.0M	0.60%
$7.0M - $8.0M	0.50%
$8.0M - $9.0M	0.40%
$9.0M - $10.0M	0.30%
$10.0M - $11.0M	0.20%
$11.0M - $12.0M	0.20%
$12.0M - $13.0M	0.20%
$13.0M - $14.0M	0.20%
$14.0M - $15.0M	0.20%
$15M+	0.20%

Above $15,000,000 fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$1,000 - $10,000

Hourly Rate:$100 - $250/hr

XML charges fees based on a percentage of assets under management, hourly rates, or fixed fees. The annual asset-based management fee is negotiable and varies depending on account size, complexity, and service needs. Financial planning and advisory consulting fees range from $1,000 to $10,000 annually. Hourly fees range from $100 to $250 per hour. Note: For XML employees and their family the XML asset management fee is typically either lower or waived.

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Areas of Practice

Retirement PlanningInsurance PlanningTax PlanningInvestment Management

Advisor Information

Office location

St. Petersburg, FL

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Regulatory History (1)

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