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How does the advisor help clients – Key Takeaways:
The EXXEL GROUP provides financial expertise to clients through a variety of services, including investment management, financial planning, and retirement planning.
- They have been in business for over 10 years, during which they have consistently grown their assets under management and expanded their team of advisors.
- The firm offers a wide range of financial services, including access to alternative investments and specialized financial planning for specific client needs.
- The EXXEL GROUP works with a diverse client base, including high net worth individuals, families, and businesses.
- They operate on a fee-based compensation model, ensuring that their advisors are incentivized to act in the best interest of their clients.
- The team at THE EXXEL GROUP has a strong background in finance, with a focus on building long-term relationships with their clients.
- The firm is transparent with its clients and provides all necessary disclosures to ensure open communication and trust.
Facts and Insights
The EXXEL GROUP was founded in 2008 and has since become a leading financial advisory firm. Based in New York City, their team of advisors has decades of combined experience in the financial industry.
Their approach to financial planning is focused on creating personalized strategies for each client, taking into account their unique financial goals, risk tolerance, and time horizon. This allows them to provide tailored solutions and adapt to any changes in the market and their clients’ circumstances.
The firm has received recognition for their success, including being named one of the Top 300 Financial Advisors in America by Barron’s in 2020.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2018 | 500 | 10 |
| 2019 | 700 | 15 |
| 2020 | 900 | 20 |
| 2021 | 1,200 | 25 |
Financial Services Offered
The EXXEL GROUP offers a comprehensive range of financial services, including:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Cash flow analysis
- Education planning
The firm also has a team of specialists who can provide guidance and access to alternative investments, such as private equity, real estate, and hedge funds.
Client Types
The EXXEL GROUP works with a diverse range of clients, including:
- High net worth individuals
- Families
- Businesses
- Corporate executives
- Trusts and foundations
Their integrated approach to financial planning allows them to assist clients at every stage of their financial journey, from wealth accumulation to wealth preservation and transfer.
Fees & Compensation
The EXXEL GROUP operates on a fee-based compensation model, which means that their advisors are compensated based on a percentage of assets under management or a flat fee for specific financial services.
This model aligns the interests of the advisors with their clients, as they are incentivized to help their clients grow their assets over the long term. The firm is transparent about their fees and does not receive any commissions or compensation from third parties.
Background
The EXXEL GROUP was founded by a team of experienced financial advisors with a shared vision of providing comprehensive financial solutions to their clients. They have assembled a team of experts with diverse backgrounds and specialties to ensure a well-rounded and holistic approach to financial planning.
The firm strives to build long-term relationships with their clients, based on trust, communication, and a deep understanding of their needs and goals