Jierui Shen is a CFP-designated registered investment advisor at Transglobal Advisory, LLC, based in Needham, MA, with 17 years of industry experience. Jierui is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 193 clients with $58M 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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $50.0M | 0.90% |
| $50M+ | 0.90% |
Fixed income accounts generally charged 0.25%. Fees are generally negotiable. Minimum account size is $100,000.
Fee Estimator
Location
Needham, MA
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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 →Employment History
Current Registrations
Transglobal Advisory, LLC
Globalink Securities, INC.
Globalink Securities, INC.Broker
Previous Registrations
Transamerica Financial Advisors, INCBroker
World Group Securities, INC.Broker
State Registrations21 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.
Exams
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