William Fung is a registered investment advisor at Ip Financial Advisory Services LLC, based in Cupertino, CA, with 20 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
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IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
20111 Stevens Creek Blvd, Suite 200, Cupertino, CA, 95014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the President and Investment Advisor Representative of Chinese Abraham Investment Advisors LLC since 2004, providing investment advisory services. This is a full-time commitment for William.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Cs Planning CORP
Chinese Abraham Investment Advisors LLC
State Registrations1 state
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