FL
FL

Feifei Li

1 Year of Experience
Seattle, WA

Feifei Li is a registered investment advisor at Kavout Algo Financial LLC, based in Seattle, WA, with 1 years of industry experience. Feifei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$1.2M

Fee Structure

Investment management only (planning not offered)

Kavout Algo Financial charges an annual fee for managing your investments. The fee is 2.00% of your portfolio for non-qualified clients. For qualified clients, the annual fee is 1.00% plus a performance-based fee. The performance-based fee is either 20% of the total capital appreciation or 30% of the capital appreciation beyond a hurdle of index ETF SPY’s capital appreciation. The total performance-based fee will generally not exceed 20.00% of the capital appreciation attained within the client's account. Fees are negotiable.

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Location

999 Third Ave, Suite 3300, Seattle, WA, 98104

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Feifei is a passive shareholder at Research Affiliates LLC in California. This activity is not investment-related.

Employment History
Current Registrations
Kavout Algo Financial LLC
December 2024 - Present · 1 yr 5 mos
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.
Feifei Li - Financial Advisor | TrueAdvisor