Felix Cheng
Felix Cheng is a registered investment advisor at Schwab Wealth Advisory, INC., based in San Mateo, CA, with 34 years of industry experience. Felix operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
San Mateo, CA
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2019Customer Dispute
November 2008Customer Dispute
July 2008Other Business Activities
Felix is a partner in Kosbridge Realty Limited, a real estate holding company inherited from his father, and also owns several rental properties. He is also a registered agent for Cheng & Wong Reality LLC, which will hold a commercial real estate property.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Marketing One Securities, INC.Broker
Citicorp Investment ServicesBroker
Charles Schwab & CO., INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.