Xcel Wealth Management

Retirement Planning Firm in Holly Hill, FL

Firm Info
Address: 101 2nd St Ste. 402, Holly Hill, FL 32117, USA
Phone: (386) 872-3440

Firm Size
Assets Under Management: $431.8 million
# of Advisors: 3
# of Clients: 1,218
Client to Advisor Ratio: 406:1
Average Account Size: $354,534
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Xcel Wealth Management, LLC Overview

XCEL WEALTH MANAGEMENT, LLC is a fee only registered investment advisory firm based in Holly Hill, FL. The firm has been in business since 2018 and focuses exclusively on providing investment advice to its clients. As a fee only firm, XCEL WEALTH MANAGEMENT charges its clients for its services through a transparent and straightforward fee arrangement, which helps to ensure that its clients' interests are always put first. XCEL WEALTH MANAGEMENT provides portfolio management services to both individuals and small businesses. The firm's investment philosophy is focused on combining active and passive investment strategies to deliver superior long-term investment performance to its clients. XCEL WEALTH MANAGEMENT's portfolio management services are tailored to each client's specific investment needs and goals, and are designed to help clients achieve their financial objectives over time. Overall, XCEL WEALTH MANAGEMENT is a client-centric investment advisory firm that is committed to providing high-quality investment advice and portfolio management services to its clients. The firm's focus on fee only services and its dedication to putting clients first are two key factors that set it apart from other investment advisory firms in the industry.

XCEL WEALTH MANAGEMENT, LLC caters to a diverse range of clients seeking investment and financial planning services. Their clientele comprises primarily of individuals and high net worth individuals, who have specific financial goals and aspirations that need to be managed and met. XCEL WEALTH MANAGEMENT, LLC provides customized services and solutions to each client, taking into consideration their unique set of needs and circumstances. For clients, XCEL WEALTH MANAGEMENT, LLC offers a variety of fee structures depending on the type of service they require. One common fee structure is a percentage of assets under management (AUM), which is calculated as a percentage of the total value of the client's investments managed by the firm. This fee structure typically applies to clients who entrust their investment portfolios to XCEL WEALTH MANAGEMENT, LLC for management and oversight. For other services, such as financial planning or consulting, clients may be charged a flat fee or an hourly rate. The fee structures for each service are clearly outlined and transparent, allowing clients to make informed decisions about which option best suits their needs. XCEL WEALTH MANAGEMENT, LLC continuously evaluates their fee structures and services to ensure that their clients receive the highest value for their investments and financial goals.

Typical Clients, Fee Structures & Investment Minimum

According to XCEL WEALTH MANAGEMENT, LLC's Part 2 Brochure, the firm does not have minimum account size requirements. The note about investment minimums in their brochure states: "We do not have minimum account size requirements." Therefore, it can be inferred that there is no investment minimum for clients seeking advisory services from XCEL WEALTH MANAGEMENT, LLC.

How This Office Can Help Holly Hill, FL Residents

At Xcel Wealth Management, clients in Holly Hill, FL receive personalized financial planning and investment management services to help them achieve their goals and secure their financial future. Holly Hill residents may face a variety of financial situations, such as planning for retirement, managing wealth, saving for a child's education, or navigating the complexities of estate planning. Xcel Wealth Management provides tailored solutions to address these financial concerns and more, taking into account clients' unique circumstances and risk tolerance, to create a comprehensive financial plan that works for them. Additionally, the firm's team of experienced financial advisors provides ongoing support and guidance to help clients adjust their plans as needed and stay on track to reach their goals.

To view the Minimum Investment and Fee Schedule for Xcel Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Xcel Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Xcel Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 101 2nd St Ste. 402, Holly Hill, FL 32117, USA
Phone (386) 872-3440
Opening Hours
  • Mon 8:30 AM–4:30 PM
  • Tue 8:30 AM–4:30 PM
  • Wed 8:30 AM–4:30 PM
  • Thu 8:30 AM–4:30 PM
  • Fri 8:30 AM–4:30 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  2 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Xcel Wealth Management, LLC is registered to service clients in the following states:

  • Florida
  • Texas

Disciplinary History

Xcel Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs