Qian Wang
Qian Wang is a registered investment advisor at Jw Golden Gate Investment, LLC, based in Fremont, CA, with 29 years of industry experience. Qian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $7.8M 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 $3.5M | 1.50% |
| $3.5M - $7.0M | 1.25% |
| $7.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Location
Fremont, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2001Other Business Activities
Qian works as a software programmer, provides investment advisory services through JW Golden Gate Investment LLC, works as a personal assistant, and works as a health assistant. These activities take about a quarter of Qian's time each.
Employment History
Current Registrations
Jw Golden Gate Investment, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Salomon Smith Barney INC.Broker
Global Strategies Group, INC.Broker
The Heritage Group, INC.Broker
State Registrations1 state
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.