Xinlei Wang is a registered investment advisor at Pebble Capital Management, based in New York, NY, with 4 years of industry experience. Xinlei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. The firm also charges a performance fee for qualified clients: 10% on the capital appreciation of the asset under management over an 8% threshold per annum. All other management fees are waived for qualified clients.
Fee Estimator
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pebble Capital Management
State Registrations1 state
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