Xianghai Ma is a CFA-designated registered investment advisor at Julex Capital Management, based in Natick, MA, with 13 years of industry experience. Xianghai operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,716 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Julex charges a management fee for separately managed accounts, which is deducted from the account. The fee is negotiable, but currently does not exceed 0.50% for most strategies, except for the Large Cap Plus strategy, which charges 0.65%. In addition to Julex's fees, exchange-traded funds and index funds have their own expenses, and transaction charges may apply.
Location
209 West Central Street, Suite 314, Natick, MA, 01760
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Xianghai is a partner of Julex Capital Management, LLC, an investment advisory firm registered in Massachusetts.
Employment History
Current Registrations
Julex Capital Management
Previous Registrations
Fund Architects, LLC
State Registrations1 state
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