Xiaowan Tian is a registered investment advisor at Atlas Capital Investment LLC, based in East Boston, MA, with 2 years of industry experience. Xiaowan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1 clients with $1M 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 | 2.00% |
For qualified clients, there is also a 20% performance fee based on capital appreciation.
Fee Estimator
Location
99 Sumner Street, Commercial D, East Boston, MA, 02128
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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.
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Xiaowan is a passive partner at Bridge Point Capital, a venture capital firm focused on deep tech investments. Xiaowan focuses on post-investment management of existing portfolio companies and dedicates minimal time to this activity.
Employment History
Current Registrations
Atlas Capital Investment LLC
State Registrations1 state
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