Xuan Wang is a registered investment advisor at Delta Investment Management, LLC, based in San Francisco, CA, with 2 years of industry experience. Xuan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,212 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Delta Investment Management charges a fee based on the value of your investments, ranging from 1.00% to 1.85% per year. The exact fee depends on factors like the complexity of services, account size, and how long you've been a client. This fee covers investment advice, reporting, and account-related services. Financial planning services are included in these fees, except for subadvisory accounts.
Location
708 Montgomery Street, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Xuan works as an Operation Manager at Chestnut Street Global Advisors, LLC, a financial planning company, since 2024. She spends minimal time in this role, some of which is during securities trading hours.
Employment History
Current Registrations
Delta Investment Management, LLC
Previous Registrations
Lido Advisors
State Registrations1 state
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