XYPN Invest
What is XYPN Invest?
XYPN Invest is a Turnkey Asset Management Platform, or TAMP, created specifically for XYPN members. XYPN Invest is partnered with these industry powerhouses:
- Orion Portfolio Solutions
- Charles Schwab & Co., Inc.
- Dimensional Fund Advisors
- East Bay Investment Solutions
Service Offering
Investments
- Model design and fund monitoring through East Bay Investment Solutions
- Access to DFA funds for your clients’ portfolios (for DFA-approved advisors)
- Investment models include DFA, Tax Efficient, Socially Responsible/Impact, and Low-Cost models
- Automatic rebalancing within managed portfolios
- Tax-loss harvesting
Back Office
- No minimum AUM
- No minimum for your clients to open an account
- Support team works with Schwab on your behalf
- Billing handled through XYPN Invest; no need to outsource to another platform
- White-labeled client portal
Benefit Breakdown
Partner with XYPN Invest, and you'll get access to Orion's powerful and dynamic reporting platform, support from our in-house custodial experts, and guidance from our investment team for personalized investment advice.
Pricing:
- $0 - $5M: 35 basis points
- $5M - $25M: 30 basis points
- $25M+: 25 basis points
- Fees are based on your AUM. Once a breakpoint is reached, all assets will be billed at that same breakpoint base fee
Getting Started
- Fill out our interest form!
- Please note we are taking on a limited number of advisors for our TAMP service at this time. Please fill out the form and we'll be in touch if it's a good fit!
Helpful Links
FAQ
What happens if I leave XYPN?
- While XYPN Invest is only onboarding XYPN members at this time, XYPN Invest is not a captive product. XYPN Invest offers former-member pricing for members who leave XYPN but want to continue using XYPN Invest for (and avoid otherwise disrupting) their clients. We understand that switching costs for technology and service providers can be a barrier to growth and making a good decision for your business. We want you to have peace of mind that you’ll be able to continue using XYPN Invest if your plans change. You can now take XYPN Invest with you wherever you go, even if that means discontinuing your XYPN relationship, as part of our commitment to independence. The current non-XYPN member pricing is an extra 5 Bps in every tier within the pricing structure listed above. Please reach out to support@xyinvestmentsolutions.com directly for any questions on the next steps or questions you may have after discontinuing XYPN membership.
Contact
Contact the XYPN Invest concierge support team via email at support@xyinvestmentsolutions.com