Xu Wan is a registered investment advisor at LPL Financial LLC, based in Buffalo Grove, IL, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Buffalo Grove, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Xu operates under the DBA Ren & Associates for their LPL business since 2021 and owns rental real estate through Wansheng Consulting and Investment Corp since 2015. Xu also has outside W-2 employment with Dearborn Capital Brokers Ltd, dedicating about 10-20% of their time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations13 states
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