Erich Imphong is a CFP-designated registered investment advisor at X Advisors, LLC, based in Chevy Chase, MD, with 13 years of industry experience. Erich operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 275 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
X Advisors charges a maximum annual fee of 2.50% for asset management services. The specific fee is based on the scope and complexity of each client's circumstances and is outlined in the advisory agreement. Fees are billed monthly in advance, based on the value of the account on the last business day of the previous month. Fees are negotiable and deducted from client accounts.
Location
8401 Connecticut Avenue, Suite 401, Chevy Chase, MD, 20815-5833
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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 →Other Business ActivitiesSells Insurance
Erich is an insurance agent providing various types of insurance products, dedicating minimal time to this. He is also an investment advisor representative for Plotkin Financial Advisors, LLC and X Advisors, LLC, spending nearly full-time at Plotkin Financial Advisors.
Employment History
Current Registrations
X Advisors, LLC
Independent Financial Group, LLCBroker
Plotkin Financial Advisors, LLC
Previous Registrations
Independent Financial Group, LLC
Geier Asset Management INC
State Registrations13 states
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