Rui Xie is a registered investment advisor at Red Griffin Wealth Management LLC, based in Windermere, FL, with 10 years of industry experience. Rui operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $7M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.75% |
Fee Estimator
Location
Windermere, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rui is the CEO of Enlightening Inspirations LLC, selling handmade crafts, and spends minimal time on it. Rui is also a silent partner and manager for Cornerstone International Solutions LLC, a property management company, dedicating minimal time to it as well.
Employment History
Current Registrations
Red Griffin Wealth Management LLC
State Registrations1 state
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