GX
GX

Guofeng Xu

11 Years of Experience
Arcadia, CA

Guofeng Xu is a registered investment advisor at Fengcapital LLC, based in Arcadia, CA, with 11 years of industry experience. Guofeng operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$473K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

FengCapital may charge a management fee, which is a fixed percentage of the value of your portfolio. This fee is billed quarterly in advance. The fees are negotiable. FengCapital may also charge a performance-based fee based on capital appreciation to qualified clients. If your portfolio rises in value, you will pay a performance-based fee on that increase in value, but if the portfolio drops in value, you will not incur a new performance fee until the portfolio reaches the last highest value, adjusted for withdrawals and deposits.

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Location

Arcadia, CA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Guofeng is the Head of Research at PasacaCapital Inc., a family office, since April 2023. He spends nearly full-time evaluating investment projects for them.

Employment History
Current Registrations
Fengcapital LLC
March 2015 - Present · 11 yrs 2 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.