Xiaoxi Chen

Transglobal Advisory, LLC

2 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Transglobal Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

144 clients

Average Client Portfolio

$325K average

Assets Under Management

$46.8M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

400 E Diehl Rd, Ste 100, Naperville, IL, 60563

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Transglobal Advisory, LLC

March 2023 - Present · 2 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.