Guozheng Tang is a registered investment advisor at New York Ivy Capital Management LLC, based in Princeton, NJ, with 3 years of industry experience. Guozheng operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.98% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fee Estimator
Location
300 Carnegie Center, Suite 150, Princeton, NJ, 08540
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
New York Ivy Capital Management LLC
State Registrations1 state
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