Wilson Fung
Wilson Fung is a registered investment advisor at Citigroup Global Markets INC., based in Brooklyn, NY, with 27 years of industry experience. Wilson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.
Location
Citi Retail Banking, 502-512 86th Street, Brooklyn, NY, 11209
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2008Customer Dispute
April 2008Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Citigroup Global Markets INC.Broker
Allstate Financial Services, LLCBroker
State Farm Vp Management CORP.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
TD Waterhouse Investor Services, INC.Broker
J.B. Oxford & CompanyBroker
Lido Securities CORP.Broker
U.S. Securities & Futures CORP.Broker
State Registrations11 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.