Lin Shiow is a registered investment advisor at Stratton Capital Investment Advisory LLC, based in New York, NY, with 1 years of industry experience. Lin 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 663 clients with $140M 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 | 1.50% |
Annual investment management fees range from 0.01% to 1.50% based on asset level, complexity, and overall relationship. Fees are negotiable at the firm's discretion. Accredited clients may alternatively be subject to performance-based fees.
Fee Estimator
Location
430 Park Avenue, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lin is part of an Angel Investors group, investing in start-up companies. This activity is not investment-related.
Employment History
Current Registrations
Stratton Capital Investment Advisory LLC
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.
Exams
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