X Advisors, LLC
Assets Under Management
$189.9M
Number of Clients
275
Number of Advisors
5
Average Client AUM
$691K
AUM per Advisor
$38.0M
Compensation
Fee-Only (AUM)
About This Firm
X Advisors, LLC offers asset management, financial planning, and wealth management services. They tailor investment strategies to client needs, continuously monitor portfolios, and provide financial plans that may include retirement, tax, and estate planning analyses. They also offer defined contribution plan services and consultation services.
Fee Structure
Asset management fees will not exceed 2.50% annually, based on the scope and complexity of the client's circumstances. Financial planning fees are charged on a flat fee basis, not exceeding $10,000. Defined contribution plan fees range from 0.40% to 0.50% of plan assets annually. Consultation fees are typically based on an hourly rate ranging from $400 to $500 per hour or a flat rate determined on a case-by-case basis. Fees are negotiable.
Areas of Practice
Location
2646 Santa Maria Way, Suite 104, Santa Maria, CA, 93455