Annelise Li is a CFA-designated registered investment advisor at Fintent, based in Monrovia, CA, with 1 years of industry experience. Annelise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiated.
Fee Estimator
Location
118 W. Lime Ave, Ste 110, Monrovia, CA, 91016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Annelise is a managing member of AJC Capital Management, LLC (since 2017) and AJC Capital Management Japan LLC (since 2024), both involved in personal real estate management. She dedicates minimal time to each activity, focusing on corporate management, accounting, and taxes.
Employment History
Current Registrations
Fintent
State Registrations1 state
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