Xinhong Liu is a CFP-designated registered investment advisor at Financial Planning, Asset Management, based in Champaign, IL, with 9 years of industry experience. Xinhong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 4 clients with $1.6M 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 $100K | 1.50% |
| $100K+ | 1.00% |
Management fees are subject to negotiation.
Fee Estimator
Location
Champaign, IL
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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.
Learn about disclosures →Other Business Activities
Xinhong is the treasurer for the Chinese American Association of Central Illinois since 2018. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Financial Planning, Asset Management
Previous Registrations
Cozad Asset Management INC
M Holdings Securities, INC.Broker
State Registrations1 state
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.