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Jing Quan

Advisor at Rainey & Randall Wealth Advisors, Inc.

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Rainey & Randall Wealth Advisors, Inc. logo

Firm

Rainey & Randall Wealth Advisors, Inc.

Location

Herndon, VA

Credentials

CFP®

Industry experience

2 years

About

Jing Quan is a CFP® professional at Rainey & Randall Wealth Advisors, Inc. with two years of industry experience. She has been associated with Rainey & Randall Investment Management, Inc. since 2012. Rainey & Randall Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope 3(21) ERISA retirement-plan services. The firm emphasizes tailored asset-allocation models primarily using mutual funds and ETFs, incorporating a range of strategies and analytical approaches.

Client services

Based on Rainey & Randall Wealth Advisors, Inc.

Financial planning Portfolio management

Expertise

Based on Rainey & Randall Wealth Advisors, Inc.

College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0 - $500,000: 1.25% annually $500,000 - $1,000,000: 1.15% annually $1,000,000 - $2,000,000: 0.95% annually $2,000,000 - $5,000,000: 0.75% annually $5,000,000 - $7,500,000: 0.50% annually $7,500,000 - $10,000,000: 0.35% annually $10,000,000 - $25,000,000: 0.25% annually $25,000,000+: 0.20% annually

Commissions

Insurance products commissions earned by licensed insurance agent

Project-based

Financial planning hourly rate not to exceed $300/hour

Other

Account minimum: $500,000 Fee-only: Financial planning charged hourly, not to exceed $300/hour; fees may be waived if investment portfolio is managed

Location

Herndon, VA

Most active in

Virginia

Work history

Rainey & Randall Investment Management, Inc.

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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