How does the advisor help clients – Key Takeaways:
XENITH FINANCIAL ADVISORY SERVICES, LLC offers comprehensive financial advisory services to clients. The firm strives to provide unbiased and personalized advice to help clients achieve their financial goals.
- Utilizes a holistic approach that takes into account clients’ entire financial picture
- Offers a wide range of financial services to address different needs and goals
- Advisors are always available for questions and guidance
Facts and Insights
XENITH FINANCIAL ADVISORY SERVICES, LLC has been in business for over 10 years and has a team of highly experienced advisors with a diverse background in finance and investing. The firm has achieved numerous accolades and recognition for its outstanding services and commitment to client satisfaction.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 25+ | 10+ years |
Financial Services Offered
XENITH FINANCIAL ADVISORY SERVICES, LLC provides a wide range of financial services to meet the diverse needs of its clients. The firm’s services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance strategies
- Debt management
- And more
Client Types
XENITH FINANCIAL ADVISORY SERVICES, LLC works with a variety of clients, including individuals, families, small business owners, and corporate executives. The firm’s advisors have the knowledge and expertise to cater to the unique financial needs and goals of each client.
Fees & Compensation
The firm typically charges a percentage of assets under management as its fee, ranging from 1% to 2%, depending on the level of services provided. XENITH FINANCIAL ADVISORY SERVICES, LLC is a fee-based firm, meaning its advisors do not earn commissions or receive any financial incentives for recommending specific products.
Background
XENITH FINANCIAL ADVISORY SERVICES, LLC was founded with the mission to provide individuals and businesses with the highest quality financial advisory services. The firm’s advisors are highly trained and continually educate themselves on the latest financial trends and strategies to provide the best possible guidance to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, XENITH FINANCIAL ADVISORY SERVICES, LLC is required to disclose any potential conflicts of interest and provide transparency in its operations. The firm’s advisors always act in the best interest of their clients and fully disclose any fees or compensation received.