Xi Zhang
Xi Zhang is a registered investment advisor at Aligne Wealth Advisors Investment Management (awaim), based in Los Angeles, CA, with 2 years of industry experience. Xi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Location
1801 Century Park East, Suite 1440, Los Angeles, CA, 90067
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 Activities
Xi is an investment advisor representative (IAR) with AWAIM since June 2023. Xi is also a registered representative with LPL Financial LLC since June 2022, spending minimal time on securities sales.
Employment History
Current Registrations
Aligne Wealth Advisors Investment Management (awaim)
Previous Registrations
LPL Financial LLCBroker
State Registrations2 states
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