Xinyan Yi is a registered investment advisor at New Green Capital, LLC, based in Wallingford, PA, with 9 years of industry experience. Xinyan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 2 clients with $380K 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Fees are negotiable. Performance-based fees are also available for qualified clients, typically at 30% of the amount by which the return of the Entrusted Assets exceeds the price return of S&P 500 Index. The benchmark index is negotiable.
Fee Estimator
Location
Wallingford, PA
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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.
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Xinyan works as a full-time controller for ASPIRA Inc of Pennsylvania, managing daycare centers, charter schools, and a career college in Philadelphia since 2016. This position requires more than full-time hours and some work during security trading hours.
Employment History
Current Registrations
New Green Capital, LLC
State Registrations1 state
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