Emily Xing is a CFA-designated registered investment advisor at Dew Point Capital, based in Los Angeles, CA. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 550 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dew Point Capital charges an annual management fee based on the value of your portfolio, ranging from 0.20% to 1.50%. The fee depends on the investment strategy's complexity and the size of your account. Fees are paid quarterly in advance and may be negotiable. The fees are directly deducted from your account by the custodian. If direct deduction isn't practical, you'll receive an invoice.
Location
7080 Hollywood Blvd., 7th Floor, Los Angeles, CA, 90028
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dew Point Capital
State Registrations1 state
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