XCEL WEALTH MANAGEMENT, LLC is a small investment advisory firm based out of Holly Hill, FL, offering comprehensive financial services to clients. With a team of four dedicated professionals, three of whom specialize in providing investment advisory services, XCEL Wealth Management is committed to delivering personalized solutions that align with their clients' financial goals.
The firm manages an impressive average of approximately $71,230,000 in assets under management per investment advisor, which is on par with industry standards. Their compensation structure is flexible, incorporating various types such as a percentage of as...
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Assets Under Mgmt
$360.98M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
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