Jinfeng Su is a CFP-designated registered investment advisor at Mcintosh Capital Advisors, INC., based in Los Angeles, CA, with 8 years of industry experience. Jinfeng 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, Investment Management, and 2 more. Their firm serves 90 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.15% |
| $100K - $250K | 1.10% |
| $250K - $800K | 1.00% |
| $800K - $1.4M | 0.88% |
| $1.4M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.68% |
| $3M+ | 0.63% |
Advisory fees are negotiable at the discretion of the firm principal.
Fee Estimator
Location
2566 Overland Ave., Suite 695, Los Angeles, CA, 90064-5602
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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 Activities
Jinfeng works as an Enrolled Agent preparing tax returns since January 2020. This activity requires minimal time.
Employment History
Current Registrations
Mcintosh Capital Advisors, INC.
State Registrations2 states
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