Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CX Institutional charges a Program Fee based on a percentage of assets under management, up to 2.00%, but this fee is negotiable. The actual fee depends on factors like the representative assigned, assets invested, complexity, and servicing needs. Clients could pay different fees for similar services. There is a $10 quarterly fee per account, plus $2.50 per sleeve per quarter, and an additional $2.50 per account quarterly for account aggregation services. Financial planning clients typically pay 50% of the estimated fee as a retainer.
Areas of Practice
Advisor Information
Office location
50 E-Business Way, Suite 100, Cincinnati, OH, 45241
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Aubrey is involved in real estate rental through Clear Future LLC since 2017. This activity requires minimal time and occurs during securities trading.