Chwei-Guang Chiou is a registered investment advisor at Momentum Fintech LLC, based in Lisle, IL, with 13 years of industry experience. Chwei-Guang operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
1945 Pleasant Hill Ln, Lisle, IL, 60532
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chwei-Guang is the treasurer for the Taiwanese American Chamber of Commerce of Greater Chicago, dedicating minimal time per week to bookkeeping and preparing quarterly statements. He is also a board member for the Friends of Taiwan Foundation and a council member for the Overseas Community Affair Council, Taiwan, both roles focused on promoting Taiwanese culture and community, and requiring minimal time.
Employment History
Current Registrations
Momentum Fintech LLC
Previous Registrations
Ausdal Financial Partners, INC.Broker
Ausdal Financial Partners, INC.
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations2 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.