Unclaimed
Xin He is an Investment Advisor Representative with Wasatch Advisors LP in Salt Lake City, Utah. Xin is a Chartered Financial Analyst and specializes in providing portfolio management services for individuals, businesses, investment companies and pooled investment vehicles. Xin has been with Wasatch Advisors since March 2013.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide model portfolio data to clients
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.
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.
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UT
08/22/2018 - Present
Wasatch Advisors LP (Salt Lake City UT)
Active
Inactive
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