Jiayi Fan is a registered investment advisor at Mobius Fund, based in Houston, TX, with 1 years of industry experience. Jiayi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
For clients who are not Qualified Clients. Qualified Clients pay 1.95% plus a performance-based fee.
Fee Estimator
Location
11152 Westheimer #828, Houston, TX, 77042
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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 →Other Business Activities
Jiayi is the Founder and CEO of Chaogic Systems LLC, an IT consulting and services company, since 2001. Jiayi spends about a quarter of their time on this activity, but will reduce the time commitment to zero.
Employment History
Current Registrations
Mobius Fund
State Registrations1 state
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