Xing Su is a registered investment advisor at Tj Capital Holdings LLC, based in Springfield, NJ, with 26 years of industry experience. Xing operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $2.5M | 1.60% |
| $2.5M - $5.0M | 1.40% |
| $5.0M - $7.5M | 1.20% |
| $7.5M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Schedule shown is for the TJ Growth Portfolio. TJ Income Portfolio: First $1,000,000, 1.2%; Next $1,500,000, 1.1%; Next $2,500,000, 1.0%; Next $2,500,000, 0.9%; Next $2,500,000, 0.7%; Over$10,000,000, 0.5%. TJ Income Growth Portfolio: First $1,000,000, 1.6%; Next $1,500,000, 1.4%; Next $2,500,000, 1.2%; Next $2,500,000, 1.0%; Next $2,500,000, 0.8%; Over$10,000,000, 0.6%.
Fee Estimator
Location
Springfield, NJ
Get directionsHistory
Regulatory History (1)
Investigation
February 2025Other Business Activities
Xing is a General Partner at TJ Capital MGMT LP, a Registered Investment Advisor, since 2002. This takes nearly full-time during market hours and about three-quarters of their time overall.
Employment History
Current Registrations
Tj Capital Holdings LLC
Previous Registrations
Univest Securities, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.