Xuan Wang is a CFA-designated registered investment advisor at En+ Wealth, based in Munster, IN, with 5 years of industry experience. Xuan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 31 clients with $5.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EN+ Wealth charges a percentage of your assets annually for investment management, billed quarterly. There are different rates depending on how much you invest and whether you choose discretionary or non-discretionary management:
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Non-Discretionary Assets (Platform Fees):
- $1 - $29,999: 0.80%
- $30,000 - $99,999: 0.70%
- $100,000 - $499,999: 0.60%
- $500,000 - $999,999: 0.50%
- $1,000,000 - $4,999,999: 0.40%
- $5,000,000 - $9,999,999: 0.30%
- $10,000,000 - $49,999,999: 0.20%
- $50,000,000 +: 0.10%
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Discretionary Assets (Investment Accounts Management Fees):
- $1 - $29,999: 1.20%
- $30,000 - $99,999: 1.10%
- $100,000 - $499,999: 1.00%
- $500,000 - $999,999: 0.90%
- $1,000,000 - $4,999,999: 0.80%
- $5,000,000 - $9,999,999: 0.70%
- $10,000,000 - $49,999,999: 0.60%
- $50,000,000 +: 0.50%
EN+ may adjust charges in cases where very small assets necessitate a disproportionate use of resources. EN+ will cap the total management fees for each Client at a maximum of 3% of the assets under management annually.
Location
Munster, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
En+ Wealth
Previous Registrations
William BlairBroker
State Registrations7 states
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