Fang Wan is a registered investment advisor at Burgess Chambers & Associates INC, based in Orlando, 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 Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 22 clients with $170M in assets under management.
Compensation
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Fee Structure
Burgess Chambers & Associates offers discretionary portfolio management services. If you authorize BCA to manage your account, they can buy and sell securities without asking you each time. The fees for this service are negotiated with each client and paid monthly, based on the value of your investments.
Location
315 E. Robinson Street, Suite 690, Orlando, FL, 32801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Burgess Chambers & Associates INC
Previous Registrations
Burgess Chambers & Associates INC
State Registrations2 states
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