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Xolani Ndlovu

1 Year of Experience
Reston, VA

Xolani Ndlovu is a registered investment advisor at Daba Advisors LLC, based in Reston, VA, with 1 years of industry experience. Xolani operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 137 clients with $230K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
137 clients
Average Client Portfolio
$2K average
Assets Under Management
$228K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

DABA ADVISORS offers several portfolio management membership subscription tiers:

  • Starter: 1% of your portfolio per year, for accounts over $2,500, plus $9.99/month subscription fee.
  • Premium: 0.75% of your portfolio per year, for accounts over $2,500, plus $24.99/month subscription fee.
  • Pro: 0.5% of your portfolio per year, for accounts over $2,500, plus $49.99/month subscription fee.
  • Institutional: Custom fees starting at $164.99/month.
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Location

Reston, VA

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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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Employment History
Current Registrations
Daba Advisors LLC
March 2024 - Present · 2 yrs 2 mos
State Registrations1 state
VA
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.
Xolani Ndlovu - Financial Advisor | TrueAdvisor