Chi-Hong Chu
Chi-Hong Chu is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in East Brunswick, NJ, with 23 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
77 Milltown Rd, Ste C6, East Brunswick, NJ, 08816
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chi-Hong is the President of Cornerstone Financial Strategies Inc. and NEI Management Inc., and President of Economic Development Council Inc. He is also an advisory representative of a RIA (CIRA), dedicating full-time hours to this role, and a notary public. Chi-Hong is also the author of "The Retirement Pitfall.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
American General Securities Incorporated
American General Securities IncorporatedBroker
PFS Investments INC.Broker
State Registrations13 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.