Cheyun Xia is a registered investment advisor at Sagewater Wealth Management LLC, based in Los Angeles, CA, with 1 years of industry experience. Cheyun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 8 clients with $4.2M 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% |
Sagewater Wealth Management offers two distinct investment strategies with different performance fee structures: Growth Investment Management and Income Investment Management. A performance fee of 15% is charged on the annual returns that exceed a 6% hurdle rate (Growth) or 3% hurdle rate (Income) after the deduction of the management fee. This fee is calculated and charged at the end of the year and is applicable to qualified clients only, defined as any client with: net worth of at least $2.2 million (excluding primary residence), or at least $1.1 million invested with Sagewater. Fees, account minimums, and their applications to family circumstances may be negotiable. We may waive our advisory fees for employee-related accounts, family members, and certain other accounts, at our discretion.
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Location
11272 Montana Ave, Los Angeles, CA, 90049
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sagewater Wealth Management LLC
State Registrations1 state
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