Chun Cao is a CFA-designated registered investment advisor at Fractal Investments LLC, based in Boston, MA, with 5 years of industry experience. Chun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fractal Investments charges an annual fee based on the value of your portfolio, ranging from 0.40% to 0.95% depending on the investment strategy. Specific fee structures and payment timing are determined through negotiation with each client. Fees are generally billed monthly, either directly to institutional clients or automatically deducted from private client accounts.
Location
Boston, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chun is the Chief Compliance Officer (CCO) of Fractal Capital Management LLC, a registered investment adviser, where he manages private funds. He spends about 10-20% of his time on this activity and derives 10% of his total yearly compensation from it.
Employment History
Current Registrations
Fractal Investments LLC
Previous Registrations
Fractal Capital Management LLC
State Registrations1 state
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