Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eva? Claim Your ProfileEva Aihua Xu is an investment advisor representative at Empirical Wealth Management. Eva has been in the industry since September 2012 and holds a Chartered Financial Analyst designation. Eva Xu specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. She also provides tax preparation and insurance services. Eva Xu is registered with the state of California and has worked with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax preparation and insurance services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
08/22/2024 - Present
Empirical Wealth Management (San Mateo CA)
Active
Inactive
Not sure Eva Xu is the right advisor for you? Invested Better is here to help.
