Exencial Wealth Advisors
Assets Under Management
$5.3B
Number of Clients
3,215
Number of Advisors
43
Average Client AUM
$1.6M
AUM per Advisor
$123.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Exencial Wealth Advisors provides wealth management, financial planning consulting, 401(k)/retirement plan fiduciary services, and executive services. They manage investment portfolios, offer financial planning on various topics, and provide consulting services to corporate executives. They may recommend separate account managers and offer research services to other firms.
Fee Structure
Wealth Management fees are based on a percentage of assets under management, generally around 1% annually, but can vary based on portfolio size and services. Financial planning consulting fees are either hourly ($250/hour) or fixed ($2,500 to $100,000). Executive service fees are negotiated annually with the sponsoring corporation. The firm may charge lower fees based on anticipated additional assets, related accounts, pre-existing client relationships, or pro bono activities. Some clients may have grandfathered fee schedules. Ultra-high net worth clients may be offered a flat annual fee plus an asset-based fee.
Areas of Practice
Location
9108 N. Kelley Avenue, Oklahoma City, OK, 73131