Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.50% to 1.75% annually, depending on the size and complexity of the client relationship. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. Financial planning services are offered on an hourly basis (up to $300/hour) or a fixed fee basis ($500 to $40,000). Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
2-17 51st AVE, Apt#609, Long Island City, NY, 11101
Get directionsRegulatory 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 →Other Business Activities
Xing assists Bluephere Advisors LLC with business growth strategy and operation enhancement, dedicating minimal time. Xing is also an executive committee member at Ainvest Fintech Inc, spending nearly full-time on business strategy, product planning, and partnership development.