Moying Li is a registered investment advisor at Marcus Capital Management, INC., based in Boston, MA, with 21 years of industry experience. Moying operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment 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 $5.0M | 1.00% |
| $5M+ | 0.60% |
Fee Estimator
Location
234 Congress Street, 2nd Floor, Boston, MA, 02110-2419
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Moying is the Vice President and a minority shareholder of China Development (Holdings) Ltd, a non-investment related business, since 1995. Since 2004, Moying is also a minority member of Marcus Management, LLC, and since 2007, a co-owner of Lifestyle Brands, LLC, both investment-related private limited partnerships, with no specific duties and minimal time commitment to any of these activities.
Employment History
Current Registrations
Marcus Capital Management, INC.
Previous Registrations
Marcus Capital Management, INC.
State Registrations1 state
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