Chao Xu is a CFA-designated registered investment advisor at Ione Capital Management LLC, based in Hoboken, NJ, with 6 years of industry experience. Chao operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
iOne Capital Management charges an annual fee for managing your investments, ranging from 1% to 2% of the market value of your portfolio. The specific fee depends on the size of your portfolio, the complexity of the services, and the level of administration you require. The fee is billed in advance, based on the balance at the end of the billing period. This fee is negotiable.
Location
Hoboken, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ione Capital Management LLC
State Registrations1 state
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