Xianghai Ma is a CFA-designated registered investment advisor at Julex Capital Management, based in Natick, MA, with 14 years of industry experience. Xianghai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Socially Responsible Investing. Their firm serves 1,716 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable based on account size and strategy. Most strategies charge a maximum of 0.50% per year, while the Large Cap Plus strategy charges 0.65% per year.
Fee Estimator
Location
209 West Central Street, Suite 314, Natick, MA, 01760
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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
Xianghai is a partner of Julex Capital Management, LLC, an investment advisory firm registered in Massachusetts.
Employment History
Current Registrations
Julex Capital Management
Previous Registrations
Fund Architects, LLC
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.
Exams
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