Xinde Asset Management Limited

Fee-Only (% of Portfolio)

Xinde Asset Management Limited offers investment management services, providing advice on stocks, bonds, options, futures, limited partnerships, municipal bonds, certificates of deposit, mutual funds, digital assets, crypto coins & assets, NFTs, and digital currencies. Xinde Asset Management tailors its advisory services to individual client needs and may accept power of attorney to execute transactions. Clients are not obligated to act on recommendations or effect transactions through Xinde Asset Management.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M2.00%
$5.0M - $50.0M1.50%
$50M+1.00%

Fee schedule is tiered, not blended.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Xinde Asset Management Limited | TrueAdvisor