Xinyi Wang
Xinyi Wang is a CFA-designated registered investment advisor at Griffinest Asia Asset Management, LLC, based in Pasadena, CA, with 11 years of industry experience. Xinyi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 9 clients with $10M 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 | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
301 N. Lake Ave.,, Suite 110, Pasadena, CA, 91101
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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
Xinyi is a research principal at Griffinest Asia Securities, LLC, dedicating a full-time commitment to this investment-related activity.
Employment History
Current Registrations
Griffinest Asia Asset Management, LLC
Griffinest Asia Securities, LLCBroker
Previous Registrations
Griffinest Asia Securities, LLCBroker
State Registrations1 state
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