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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,132 clients with $6.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Empirical Wealth Management charges a percentage of your assets under management. The specific rate is established in your agreement and may be negotiable. Fees are due at the beginning of each calendar quarter and are deducted from your account. Clients in the wrap fee program pay a comprehensive fee covering portfolio management, brokerage, and custodial services.
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.
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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
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