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The fee is negotiable.","source":"ADV 2A BROCHURE FOR XML FINANCIAL, LLC, filed 2 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does XML Financial use?","answer":"XML Financial’s separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $2.24B and National Financial Services LLC (Boston, MA), with $991M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does XML Financial have?","answer":"XML Financial has 28 investment adviser representatives registered with state securities authorities, out of 54 employees, and 26 perform investment advisory functions. 27 employees are registered representatives of a broker-dealer and 19 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does XML Financial invest in?","answer":"At the end of its last fiscal year, XML Financial’s separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 4% state and local bonds, 4% cash and equivalents, 4% other, 1% U.S. government and agency bonds and 1% high-yield corporate bonds. 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