How much can I invest?
XShares Advisors can invest for you whether you’re just starting your journey or you have millions in capital to preserve. There are no restrictions for accredited investors. Minimums varies depending on the plan you’re investing in. The minimum for High yield savings account is $1000 while other investment services have minimums at $5000 and $100,000 for accredited investors
How do I know if I am an accredited or non-accredited investor?
An accredited investor is a person who has a networth of at least $1 million (excluding their primary residence) or earns at least $200,000 in income each year – $300,000 if combined with a spouse. A non-accredited investor is everyone else!
When can I withdraw my investments?
Withdrawals depends on your investment options, some are long term while others are short term. For real estate and fixed income plans, you can withdraw on maturity. For stocks plan or crypto, withdrawals depends on the investment term stipulated. All withdrawal request are processed within 24 hours.
If I have questions throughout the term of my investment, how can I get in touch with you?
As one of our partners, you have direct access to the principals of the firm and their investor relations support team. All inquiries are handled via Live chat support by our professionals for a one on one reply.
What are your fees? How does pricing work?
Investing: 0.25% per year on your invested balance, which covers all trading costs. Also, there are no additional transaction fees. Every fund your portfolio invests in charges fund fees that, in total, range from 0.03% to 0.50%.
Retirement: You can access our retirement planning tools without funding an account simply by syncing your existing accounts. Once you transfer retirement assets (like an IRA) to Moonwhale, Moonwhale will charge you a 0.25% management fee.
Premium Advice: 0.40% per year on your invested balance for unlimited over-the-phone access to our team of CFP® professionals.
We have different minimum balance requirements across the majority of our account, like $5,000 for real estate, High yield is $1000 (just $1000 to get started) —however, if you opt into our Premium plan, there is a $100,000 minimum
What reports, updates, and tax forms will I receive throughout the investment hold period?
Full financial reports are generated each quarter along with written formal updates. Leasing updates go out monthly. From a tax standpoint, you will receive a K-1 for your interest in the partnership each year. K-1’s typically go out by March 15th of each year
How do I contact someone at XShares Advisors?
If you have questions that have not been answered in the FAQ, please reach out to us here on the livechat by clicking the icon on your left, you will be answered by our investment support team, Not bot but real humans.
Why can't I receive emails from XShares Advisors?
If you're having trouble receiving emails from XShares Advisors, follow these steps to troubleshoot the issue: Ensure you're logged into the correct email account, check your spam folder, verify your email client's settings, make sure your inbox isn't full, and consider using common email domains when registering with XShares Advisors. These steps will help ensure you receive important communications from XShares Advisors.