Xcel Wealth Management, Llc
Holly Hill, Florida
5.0
4 Reviews
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...
See more
Loading...

Assets Under Mgmt

$360.98M

Investment Professionals

3

Locations

0

% 401K & Individual

74%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.