Chui-Wa Leung
Chui-Wa Leung is a registered investment advisor at Center Pillar Wealth Management LLC, based in Newark, CA, with 20 years of industry experience. Chui-Wa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 120 clients with $46M 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.90% |
Fees are negotiable and range from 0% to 1.25% annually. At no time will client fees charged by Center Pillar Wealth Management and third-party money managers exceed 3% of assets under management per year.
Fee Estimator
Location
3900 Newark Mall Road, 3rd floor, Newark, CA, 94560
Get directionsHistory
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 ActivitiesSells Insurance
Chui-Wa is an independent insurance agent selling fixed insurance products since 2006, dedicating about 10% of their time to this. Chui-Wa also owns multiple rental properties, spending minimal time on this endeavor.
Employment History
Current Registrations
Center Pillar Wealth Management LLC
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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