Kent Sheng is a CFA-designated registered investment advisor at Tandem Capital Management, INC., based in Woodcliff Lake, NJ, with 23 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 97 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Schedule applies to equity accounts comprising primarily shares of individual companies. For accounts consisting of mainly exchange-traded funds and mutual funds supplemented by select individual securities, an annual rate of 0.80% is charged on the first $2 million under management, and 0.60% thereafter. For fixed-income-only accounts comprising primarily individual bonds, an annual rate of 0.40% of assets under management is charged.
Fee Estimator
Location
50 Tice Boulevard, Woodcliff Lake, NJ, 07677
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Kent is the secretary for SYS Investors Corp., the parent holding company for Tandem Capital Mgmt, dedicating minimal time to reviewing finances and recording minutes.
Employment History
Current Registrations
Tandem Capital Management, INC.
State Registrations3 states
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