Yongsheng Xu
Yongsheng Xu is a registered investment advisor at Sun Global LLC, based in King of Prussia, PA, with 7 years of industry experience. Yongsheng operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 19 clients with $7.4M 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 $500K | 2.00% |
| $500K - $1.4M | 1.75% |
| $1.4M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees are generally negotiable. Qualified clients in the fee plus performance program also pay a 20% performance fee on capital gains.
Fee Estimator
Location
640 Freedom Business Center Dr, #340, King of Prussia, PA, 19406
Get directionsHistory
Regulatory History (3)
Regulatory
January 2025Regulatory
April 2009Employment Separation After Allegations
June 2008Other Business ActivitiesSells Insurance
Yongsheng is a fixed insurance agent/producer for Transpacific Financial, Inc. since 2019 and owner of Sun Global, LLC. since 2010, dedicating full-time hours to each and selling fixed insurance products.
Employment History
Current Registrations
Sun Global LLC
Previous Registrations
Globalink Securities, INC.Broker
World Group Securities, INC.Broker
State Registrations16 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.
Exams
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