Binjie Li is a CFA-designated registered investment advisor at Xfo Capital, based in Irvine, CA, with 6 years of industry experience. Binjie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $8.0M | 0.80% |
| $8.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Clients are generally subject to a nonrefundable minimum quarterly fee equal to $1,500. All fee arrangements are subject to negotiation.
Fee Estimator
Location
7700 Irvine Center Dr, Irvine, CA, 92618
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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 →Employment History
Current Registrations
Xfo Capital
Gt Securities, INC.
Gt Securities, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Citigroup Global Markets INC.Broker
State Registrations1 state
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