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CFP

Meena Cheng

Commonwealth Financial Network
33 Years of Experience
Las Vegas, NV
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Meena Cheng is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Las Vegas, NV, with 33 years of industry experience. Meena is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Las Vegas, NV

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 1999
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Meena is a book author for "Fortune in Your Cookies." She also sells fixed insurance through Impact Financial LLC, a private entity she owns to facilitate securities and fixed insurance business.

Employment History
Current Registrations
Commonwealth Financial Network
September 2014 - Present · 12 yrs 1 mo
Commonwealth Financial Network
September 2014 - Present · 12 yrs 1 mo
Commonwealth Financial NetworkBroker
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
D.A. Davidson & CO.
February 2008 - September 2014 · 6 yrs 7 mos
D.A. Davidson & CO.Broker
February 2008 - September 2014 · 6 yrs 7 mos
UBS Financial Services INC.Broker
August 2006 - March 2008 · 1 yr 7 mos
UBS Financial Services INC.
August 2006 - March 2008 · 1 yr 7 mos
Piper Jaffray & CO.
May 2000 - August 2006 · 6 yrs 3 mos
Piper Jaffray & CO.Broker
May 1999 - August 2006 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1998 - May 1999 · 11 mos
Piper Jaffray INC.Broker
August 1993 - July 1998 · 4 yrs 11 mos
State Registrations11 states
AZFLHIKSMAMTNVNYORUTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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