Timothy Cheng is a CFA-designated registered investment advisor at Cheng Wealth Management, LLC, based in San Dimas, CA, with 11 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 11 clients with $15M 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 $400K | 1.00% |
| $400K - $800K | 0.90% |
| $800K - $1.2M | 0.80% |
| $1.2M - $1.6M | 0.70% |
| $1.6M+ | 0.60% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Location
San Dimas, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cheng Wealth Management, LLC
State Registrations1 state
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