Sue Cheung is a CFP-designated registered investment advisor at Brighton Jones LLC, based in San Francisco, CA, with 17 years of industry experience. Sue operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,317 clients with $15B 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% |
For PCFO clients, the annual fee generally ranges between 0.35% and 1.25% of total assets. For OpenPlan clients, the annual fee generally ranges between 0.50% - 0.95% of total assets. Fees are negotiable.
Fee Estimator
Location
445 Bush Street, 6th Floor, San Francisco, CA, 94108
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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
Sue is the sole proprietor/owner of SCZHANG LLC and other real estate ventures in Tampa, Florida, since 2017, 2010 and 2008, respectively. These activities involve property management and do not take up any of Sue's time during or after business hours.
Employment History
Current Registrations
Brighton Jones LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Growth Capital Services, INC.
Growth Capital Services, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.