Cx Institutional, LLC
Assets Under Management
$3.3B
Number of Clients
3,430
Number of Advisors
61
Average Client AUM
$973K
AUM per Advisor
$54.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CX Institutional, LLC provides discretionary and non-discretionary investment management services through its CX Multi-Strategy Platform Program and Client Experience Program. They allocate investments based on client objectives, using various securities and model portfolios. Fees are negotiable and vary based on factors like assets, complexity, and service needs. Financial planning services are offered in combination with asset 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
Location
200 East 7th Street, Auburn, IN, 46706
