Xuelong Zhou is a CFA-designated registered investment advisor at Rsa Capital, based in Oldsmar, FL. Xuelong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 23 clients with $24M 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 | 1.50% |
Rates vary by strategy: 2.00% for Aggressive Growth, Moderate Growth, Conservative Growth, Appreciation and Income, and Premiere Strategy (which also includes a 20% performance fee on quarterly gains); 1.50% for Conservative Appreciation and Income. Minimum initial investment is $10,000,000 for the Allocation Series and $5,000,000 for the Premiere Strategy. All fees are negotiable.
Fee Estimator
Location
Oldsmar, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rsa Capital
State Registrations1 state
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Exams
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