Xinyue Ge is a CFA-designated registered investment advisor at Fiduciary Capital Management LLC, based in Chciago, IL, with 2 years of industry experience. Xinyue operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 5 more. Their firm serves 74 clients with $150M 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 | 2.50% |
Maximum annual investment advisory fee is 2.50%. Specific fees are negotiated and outlined in the client agreement.
Fee Estimator
Location
Chciago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fiduciary Capital Management LLC
Previous Registrations
Lloyd Park, LLC
Wells Fargo Advisors, LLC
State Registrations1 state
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