Jiayi Xu is a CFP-designated registered investment advisor at Global Wealth Harbor, based in Danville, CA, with 5 years of industry experience. Jiayi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Middle Income, and 3 more. Their firm serves 19 clients with $5.2M 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 $500K | 0.50% |
| $500K - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees are negotiable. Qualified clients also pay a performance-based fee of 20% of capital appreciation, in addition to an annual fee of 0.50% of assets under management.
Fee Estimator
Contact
Jiayi Xu
Location
Danville, CA
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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 →Employment History
Current Registrations
Global Wealth Harbor
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
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.
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