Eva Xu is a CFA-designated registered investment advisor at Empirical Wealth Management, based in San Mateo, CA, with 11 years of industry experience. Eva operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,400 clients with $8.4B 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 | 1.00% |
Standard fee schedule starts at 1.00% and scales lower for greater levels of assets under management. Fees are negotiable.
Fee Estimator
Location
1300 S El Camino Real, Suite 302, San Mateo, CA, 94402
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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
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
Previous Registrations
Charles Schwab Investment Advisory, INC
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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