Xypn Invest
Assets Under Management
$321.0M
Number of Clients
325
Number of Advisors
40
Average Client AUM
$988K
AUM per Advisor
$8.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
XY Investment Solutions, LLC provides ongoing discretionary and non-discretionary investment management services based on clients' financial conditions, goals, and risk tolerance. They also offer financial planning services covering retirement, education savings, cash flow management, debt reduction, estate planning, insurance, tax planning, and charitable giving. Implementation of financial planning recommendations is at the client's discretion.
Fee Structure
Advisory fees are charged as a percentage of assets under management, flat fees, hourly fees, or a combination. Asset-based fees range up to 1.5% annually, flat fees range up to $50,000 annually, and hourly fees range up to $450 per hour. Fees are negotiable, and the specific fee schedule is included in the investment advisory agreement. Clients also incur brokerage and transaction costs.
Areas of Practice
Location
24 E. Main Street, Bozeman, MT, 59715
