Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
X Advisors, LLC charges fees for asset management services, not to exceed 2.50% annually, based on the scope and complexity of the client's circumstances. Financial planning services are charged on a flat fee basis, not to exceed $10,000. Consultation services are billed hourly, ranging from $400 to $500 per hour, or a flat rate. Fees are negotiable. The firm may receive commissions for the sale of securities or insurance products, creating a conflict of interest.
Areas of Practice
Advisor Information
Office location
600 S. Cherry Street #226, Denver, CO, 80246
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
Jesse coaches youth baseball, dedicating about 10-20% of his time to this activity. He also has roles at Paxton Consulting Group, X Advisors, and Advisor Associate, all related to account servicing, but these roles require minimal time.