Guangli Chen is a CFA-designated registered investment advisor at Grandva Capital LLC, based in La Jolla, CA, with 4 years of industry experience. Guangli 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
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to the investment management fee, the Client will be charged an annual performance-based fee of 20% of the gains in the Client’s account[s], if applicable. Performance-based fees are subject to a high-water mark and a hurdle rate of 5%. Fees may be negotiable.
Fee Estimator
Location
La Jolla, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Grandva Capital LLC
State Registrations1 state
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