Xiuhua Xu is a registered investment advisor at Bakeravenue, based in San Francisco, CA, with 12 years of industry experience. Xiuhua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 931 clients with $3.8B 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 $1.0M | 0.95% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.70% |
Fees are negotiable and vary among clients. Family Office Clients and other Clients with established relationships may be subject to a different fee schedule or rate.
Fee Estimator
Location
One Embarcadero Center, Ste 2530, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2017Employment History
Current Registrations
Bakeravenue
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Scottrade, INC.Broker
State Registrations1 state
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.