Xiliang Zhou is a registered investment advisor at My Advisors US LLC, based in Tustin, CA, with 2 years of industry experience. Xiliang 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
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.65% |
| $100K - $250K | 0.65% |
| $250K - $500K | 0.65% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.25% |
| $10.0M - $25.0M | 0.25% |
| $25.0M - $50.0M | 0.25% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.25% |
Fixed income portfolios have a separate lower schedule ranging from 0.65% down to 0.25%. Fees are negotiable and paid monthly in arrears. Performance-based fees of 20% of net profits may apply for qualified clients.
Fee Estimator
Location
1721 Green Meadow Ave, Tustin, CA, 92780
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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
My Advisors US LLC
Previous Registrations
American FundstarsBroker
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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