Qingkun Xu is a registered investment advisor at Prota Financial, based in Houston, TX, with 6 years of industry experience. Qingkun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 673 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
1980 Post Oak Blvd, Suite 200, Houston, TX, 77056-3845
Get directionsHistory
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
Qingkun owns Promethean Design & Marketing, a non-investment related advertising and graphic design business, since 2013. Qingkun dedicates about 10-20% of their time to this activity.
Employment History
Current Registrations
Prota Financial
Previous Registrations
J.P. Morgan Securities LLCBroker
MML Investors Services, LLCBroker
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.