X Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$189,928,226
Total clients
275
9% high-net worth
Total advisors
7
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
39
Average account size
$690,648
Client services
Fee options
Financial planning services charged on flat fee basis, not to exceed $10,000; retainer not exceeding $1,200 when services cannot be rendered within 6 months; consultation fees may also be flat fees determined case-by-case.
$0+: Up to 2.50% annually (negotiable, maximum) N/A - N/A: Defined Contribution Plan Services: 0.40% to 0.50% annually (negotiable)
Representatives are registered representatives of Independent Financial Group, Inc. and receive commissions for sale of securities and insurance products.
Consultation services hourly rates range from $400 to $500 per hour (negotiable).
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
X Advisors, LLC
2646 Santa Maria Way, Suite 104
Santa Maria CA 93455, United States
Number of offices
5
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