Binglin Li is a registered investment advisor at Linden Rose Investment LLC, based in Sugar Land, TX, with 9 years of industry experience. Binglin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 96 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The firm may also charge a performance fee to qualified clients. Existing qualified clients as of December 31, 2024 remain subject to the prior performance fee arrangement, which includes a 20.0% fee on returns exceeding an annual hurdle rate of 4%, calculated on a simple, non-compounded basis for each year, subject to a “high water mark” test. Fees, account minimums and their applications to family circumstances may be negotiable. We may waive our advisory fees for employee related accounts, family members, and certain other accounts, at our discretion.
Fee Estimator
Location
Sugar Land, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Linden Rose Investment LLC
State Registrations3 states
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