We believe our fiduciary obligation is to our client and NOT Wall Street
One of the most common questions we hear is "how do you get paid?" We'd like to provide clarity around our fees. It's always our goal to provide more value than we receive.
CX Institutional is a registered investment advisor with the Securities and Exchange Commission (SEC) and doing business as Credent Wealth Management. We do not charge commissions or sell products with up-front sales charges (sometimes called loads). Most of our clients choose to invest assets in our advisory platform. In an advisory account, you do not pay for individual transactions to buy, sell, trade or rebalance your account. Instead, there is an advisory fee (which takes the form of a flat percentage fee) that is deducted from your account four times each year (quarterly). The dollar amount associated with this fee is based on the account’s value so if you experience a market decline, our collected fee shrinks. If your account goes up, we celebrate with you! This fee pays for our advice, trading, monitoring and actively rebalancing in your account.
Do you know how much you’re currently paying in fees? Let us help you understand how our fees compare with other leading investment managers..
