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Fang Wan

13 Years of Experience
Windermere, FL

Fang Wan is a registered investment advisor at Burgess Chambers & Associates INC, based in Windermere, FL, with 13 years of industry experience. Fang operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing, Retirement Planning. Their firm serves 22 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$165.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Windermere, FL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Burgess Chambers & Associates INC
November 2013 - Present · 12 yrs 11 mos
Previous Registrations
Burgess Chambers & Associates INC
June 2007 - May 2008 · 11 mos
State Registrations2 states
FLTX
Advisor

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
No exam information available for this advisor.
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