Chung Wu
Chung Wu is a CFP-designated registered investment advisor at Chung Wu Investment Group, LLC, based in Sugar Land, TX, with 23 years of industry experience. Chung operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 127 clients with $150M 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 | 1.25% |
Fees are negotiated and will not exceed 1.25%.
Fee Estimator
Location
1415 Lake Pointe Parkway, Sugar Land, TX, 77478
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2001Other Business ActivitiesSells Insurance
Chung is a General Partner of GWIG Total Return Fund, LLC and Manager of TWIG Total Return Fund, LLC, spending a few hours per week on these activities. He also holds positions in Lot 99, LLC and Lot 88, LLC for passive real estate investments and is an insurance agent.
Employment History
Current Registrations
Chung Wu Investment Group, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
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.