Xiaoxi Chen is a CFA-designated registered investment advisor at Advyzon Investment Management, LLC, based in Lisle, IL, with 3 years of industry experience. Xiaoxi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 61 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Maximum annual program fee is 0.35% of assets. Additional platform fees may apply depending on the selected model marketplace, third-party strategists, or index engines.
Fee Estimator
Location
4300 Commerce Court Suite 260, Lisle, IL, 60532
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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 →Employment History
Current Registrations
Advyzon Investment Management, LLC
Previous Registrations
Transglobal Advisory, LLC
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.
Exams
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