Julie Xiang is a registered investment advisor at Citigroup Global Markets INC., based in Irvine, CA, with 16 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.
Location
Citi Retail Banking, 3996 Barranca Parkway, Suite 130, Irvine, CA, 92606
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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.
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Julie is a board member of Wedgeworth Heights LLC, a real estate investment and management company, since 2020, and spends minimal time on it. She is also a Wellness Advocate for DoTERRA since 2022, dedicating minimal time to this aromatherapy business.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations11 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.