| CAPTAIN'S FLIGHT BAG |
Click a choice above for a comprehensive financial planning option
OR
You may customize based on your needs and circumstances:
X Vector, Ltd. has a simple fee-structure, which is negotiable*
| Assets Under Management: | |
| $0-$5M AUM | 50 BASIS POINTS |
| $5M-$25M AUM | 40 BASIS POINTS |
| $25M+ | 30 BASIS POINTS |
Project Based Financial Planning Fixed Fee: | Negotiated based on complexity of project at a rate of $200.00/hour |
| Hourly: | $200.00 per hour |
*The fees will be agreed upon in the Client-Planner agreement. However, they could be based on a combination of assets under management, project based, or hourly parameters. Billing method will also be described in the agreement.
You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying.
Schedule a free, no obligation appointment to find out more.
