Jingsong Xu is a registered investment advisor at Growth Vision Asset Management LLC, based in Sharon, MA, with 11 years of industry experience. Jingsong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $18M 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 | 1.40% |
GVAM charges a 1.4% annualized management fee and a 20% annual performance fee for the net gain above 8%. Fees can be negotiated.
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Location
Sharon, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Growth Vision Asset Management LLC
State Registrations1 state
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