Xi Yao is a registered investment advisor at Globalink Wealth Management, LLC, based in Pasadena, CA, with 4 years of industry experience. Xi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 60 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWM charges a percentage of the value of your portfolio annually. The exact rate is agreed upon in writing. The annual fee ranges are:
- Up to $499,999: 1.5% to 2.0%
- $500,000 to $2,499,999: 1.0% to 2.0%
- $2,500,000 to $4,999,999: 0.75% to 1.5%
- Above $5,000,000: 0.50% to 1.5%
Fees are calculated based on the total value of your accounts and are billed quarterly.
Location
3452 East Foothill Blvd., Suite 1040, Pasadena, CA, 91107
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Xi is a fixed life insurance agent with Transpacific Financial, Inc. since 2020, earning commissions and dedicating about half of their time to this activity as a fixed life insurance product producer.
Employment History
Current Registrations
Globalink Wealth Management, LLC
Globalink Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.