Chien Wu
Chien Wu is a registered investment advisor at Wu Wealth Advisory, LLC, based in Jackson Heights, NY, with 8 years of industry experience. Chien operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
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 | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual or those accounts within the same household. When clients engage a sub-advisor that is an affiliate of our custodian to manage their portfolio, the client’s account is assessed an annualized asset-based fee of no more than 0.25% by the sub-advisor (that is not incorporated into our fee schedule) and the sub-advisor’s affiliated custodian waives its trading fees.
Fee Estimator
Location
Jackson Heights, NY
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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 ActivitiesSells Insurance
Chien is an independent insurance broker, licensed in select states to sell annuities, life, health, and long-term care coverage. This investment-related activity takes about 10% of Chien's time each month.
Employment History
Current Registrations
Wu Wealth Advisory, LLC
Previous Registrations
Hsbc Securities (USA) INC.
State Registrations2 states
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.