Cxi Advisors, LLC
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CXI Advisors, LLC offers investment advisory services and financial planning/consulting services to individuals, high net worth individuals, charitable organizations, business entities, and pension/profit sharing plans through a sub-advisory agreement with CX Institutional, LLC. Services include discretionary and non-discretionary investment advisory, financial planning, and retirement plan services.
Fee Structure
The annual investment advisory fee is based on a percentage of assets under management and is negotiable, ranging up to 2.50%. Fees vary based on factors like the representative assigned, asset amount, complexity, servicing needs, related accounts, earning capacity, and negotiations. Financial planning and retirement plan services are also offered, with fees that are negotiable. A minimum asset level of $5,000 is required for investment advisory services.
Areas of Practice
Location
200 East 7th Street, Auburn, IN, 46706