Paul Li is a CFA-designated registered investment advisor at Exciten Capital LLC, based in La Canada, CA, with 12 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $1.5M 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 | 2.00% |
Management fee is generally up to 2% per year. Clients who are “qualified clients” may be charged a higher management fee on an annual basis in lieu of the incentive allocation. Incentive allocation is generally up to 25% of net income.
Fee Estimator
Location
La Canada, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Paul is involved with Aspen Li Partners, Super Investment, and Cypress Evergreen LLC. The specific nature of these activities is not detailed, but they appear to be business affiliations.
Employment History
Current Registrations
Exciten Capital LLC
State Registrations1 state
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