Shu Wang is a registered investment advisor at Syw Capital Management LLC, based in Middle Village, NY, with 4 years of industry experience. Shu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Qualified clients also pay a 10% performance fee based on capital appreciation. Fees are negotiable.
Fee Estimator
Location
58-19 83rd Street, Middle Village, NY, 11379
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Syw Capital Management LLC
State Registrations1 state
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