Christopher Wang
Christopher Wang is a registered investment advisor at Runnymede Capital Management INC, based in Morristown, NJ, with 19 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 78 clients with $95M 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% |
The Registrant generally requires a minimum annual fee of $2,500 and/or a minimum asset level of $750,000 for investment advisory services. The Registrant, in its sole discretion, may waive or reduce its minimum annual fee or minimum asset level requirements based upon certain criteria.
Fee Estimator
Location
Morristown, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Runnymede Capital Management INC
State Registrations5 states
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