EX
CFA
EX
CFA

Eva Aihua Xu

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningReal Estate InvestingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
2,132 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:None
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Location

1300 S El Camino Real, Suite 302, San Mateo, CA, 94402

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Eva owns rental property in NYC and manages its financials and operations, dedicating minimal time per month. She also volunteers as a board member for the SOAR Foundation and as an advisory board member for the Journal of Investment Management.

Employment History
Current Registrations
Empirical Wealth Management
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Charles Schwab Investment Advisory, INC
May 2014 - January 2024 · 9 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.