Congying Xiang is a registered investment advisor at Syntheticfi LLC, based in Oregon, WI. Congying operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 121 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SyntheticFi charges an annual fee based on the value of the box spread options managed. This fee varies between 0% and 2.00%. The firm calculates the value of the assets managed as the absolute value of the value-at-expiration of the box spread options. Fees are charged monthly in arrears. The specific fee is outlined in the Investment Advisory Agreement and can be negotiated. Clients pay the advisory fee even if they do not make any transactions.
Location
Oregon, WI
Get directionsHistory
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
Syntheticfi LLC
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.