Xiaoxiao Bi
Xiaoxiao Bi is a registered investment advisor at Gerber Kawasaki Wealth & Investment Management, based in Santa Monica, CA, with 12 years of industry experience. Xiaoxiao operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 11,030 clients with $3.2B 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 $250K | 1.50% |
| $250K+ | 1.00% |
Fees are negotiable. At Gerber Kawasaki's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
2437 Main Street, Santa Monica, CA, 90405
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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
Xiaoxiao is a managing member/CPA at Wheeler and Bi LLP, dedicating a few hours per week. She is also a secretary at SafeTool Corporation, and spends a few hours per week as a financial advisor and liaison at GK Tax and Accounting.
Employment History
Current Registrations
Gerber Kawasaki Wealth & Investment Management
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations1 state
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