Erich Imphong
Erich Imphong is a CFP-designated registered investment advisor at X Advisors, LLC, based in Marriottsville, MD, with 13 years of industry experience. Erich is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 659 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50%. Fees are negotiable and based on the scope and complexity of client circumstances.
Fee Estimator
Location
11225 Dovedale Ct., Unit 22A, Marriottsville, MD, 21104
Get directionsHistory
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 ActivitiesSells Insurance
Erich is an insurance agent providing various types of insurance products, dedicating minimal time to this. He is also an investment advisor representative for Plotkin Financial Advisors, LLC and X Advisors, LLC, spending nearly full-time at Plotkin Financial Advisors.
Employment History
Current Registrations
X Advisors, LLC
Independent Financial Group, LLCBroker
Peakstone Financial Advisors
Previous Registrations
Independent Financial Group, LLC
Geier Asset Management INC
State Registrations13 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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