XEL

Overview

XEL is an independent registered investment adviser operating as a corporation with individual ownership. The firm focuses on serving individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its fee schedule combines AUM-based charges with fixed fees. XEL does not present itself as a multi-state adviser, an active ESG investor, or a capital allocator; it also does not perform pension consulting or operate as a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices