At Exos, advisor fees are based on your assets under management; the fees are disclosed to you in advance and listed clearly on your statement. Transactional, custodial, and other third-party expenses, as applicable, are billed at cost and listed on your statement. Fees are consistent across the entire firm. It’s as simple as that.

All of our investment solutions are derived from unbiased research.  We don’t build or sell proprietary financial products. Any selling or distribution fees that we receive are passed on to you.