Fochson Fung
Fochson Fung is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in San Mateo, CA, with 19 years of industry experience. Fochson is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B 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 | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
1900 S. Norfolk Street, Suite 350, San Mateo, CA, 94403
Get directionsHistory
Regulatory History (1)
Criminal
March 1982Other Business ActivitiesSells Insurance
Fochson is an independent insurance agent for various companies and manages rental properties. He also works in sales and marketing for FSquare TIPDMS Services Inc and is an advisory representative of a RIA, CIRA, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
LPL Financial LLCBroker
State Registrations1 state
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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