Paul Li
Paul Li is a CFA-designated registered investment advisor at Fhl Investment Management Company, LLC, based in North Bethesda, MD, with 7 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FHL Investment Management Company charges a fee based on a percentage of the assets managed for individual accounts, up to 1.25% annually, billed quarterly. The specific fee is negotiated with each client based on factors like the amount of assets, future deposits, and the services provided. For the FHL Healthcare Fund, FHL receives a management fee of up to 1.25% annually, collected quarterly, and a performance allocation of 20% of net capital appreciation above a benchmark or 2.00%. Clients can opt out of the performance allocation and pay a flat fee of 1.50%.
Location
12358 Parklawn Drive, #302, North Bethesda, MD, 20852
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a portfolio manager for FHL Healthcare Fund, LP, a private placement fund investing in publicly traded equities, since February 2018. He manages the fund's investment portfolio.
Employment History
Current Registrations
Fhl Investment Management Company, LLC
State Registrations1 state
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