How does the advisor help clients – Key Takeaways:
The financial advisors at XN LP are well-equipped with the knowledge and experience to guide their clients towards financial stability and growth. Through personalized financial planning and investment management services, XN LP helps clients achieve their goals and build a secure financial future.
Facts and Insights
Founded in 2005, XN LP has been serving clients for over 15 years. The firm currently manages an impressive $1.2 billion in assets under management with a team of 10 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| XN LP | |
|---|---|
| Assets Under Management | $1.2 billion |
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
XN LP offers a wide range of financial services to their clients, including:
- Personalized financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
XN LP works with a diverse range of clients, including individual investors, high net worth individuals, families, and small business owners. The firm prides itself on providing individualized attention and tailored financial solutions to each client based on their unique needs and goals.
Fees & Compensation
Like most financial advisory firms, XN LP charges their clients based on a percentage of assets under management. The firm’s fee schedule is as follows:
| Assets Under Management | Annual Fee |
|---|---|
| $0 – $500,000 | 1.25% |
| $500,001 – $1 million | 1.00% |
| $1 million – $3 million | 0.75% |
| Above $3 million | 0.50% |
Note: Additional fees may apply for specialized and complex financial services.
Background
The team at XN LP is led by a group of highly experienced and qualified financial advisors. The firm’s founder, John Smith, has been in the financial industry for over 25 years and holds a CFP (Certified Financial Planner) designation. He is also a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
As a registered investment advisor, XN LP is required to disclose certain information to their clients. These include any conflicts of interest, fees and compensation, and any disciplinary actions or complaints against the firm or its advisors. This information can be found in the firm’s Form ADV, which is available on the Securities and Exchange Commission’s website or upon request from XN LP.