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
200 East 7th Street, Auburn, IN, 46706
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
Alisha is a committee member for the JA Foundation Investment Committee and a member of the Investment Committee for the Community Foundation of Greater Fort Wayne. She dedicates minimal time to each of these investment-related activities.