Pyxis Capital INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Pyxis Capital, Inc. (PCI) provides ongoing portfolio management based on individual client goals and risk tolerance, using model portfolios and a Third-Party Adviser (Advisory Alpha). PCI also offers financial planning services covering various topics like net worth, cash flow, tax, insurance, retirement, and college savings. PCI tailors its services to individual client needs and goals.
Fee Structure
PCI recommends a Third-Party Adviser, Advisory Alpha, and shares in their management fee, typically 50%. The Third-Party Adviser's annual management fee ranges from 0% to 1.70%, not exceeding 2% of assets under management. Financial planning fees are fixed and range from $500 to $15,000, or $1,500 to $15,000 for comprehensive plans, depending on complexity. Discounts on comprehensive financial planning fees are available based on assets under management. Hourly fees are $200 per hour. Clients are responsible for third-party fees like custodian and brokerage fees.
Areas of Practice
Location
3130 W. Maple Loop Dr, Suite 130, Lehi, UT, 84043