Guang Li is a registered investment advisor at Southmore Financial Advisory LLC, based in Houston, TX, with 2 years of industry experience. Guang operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 5 clients with $1.4M 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 | 1.00% |
Fee Estimator
Location
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Guang is the CEO of Holman Opportunity Investment LLC, a real estate holding company, though it is currently inactive and requires no time commitment. Guang is also a member of the Houston Tsinghua Alumni Association, a non-profit organization, which also requires no time commitment.
Employment History
Current Registrations
Southmore Financial Advisory LLC
State Registrations1 state
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