Youwei Jing is a registered investment advisor at Alterra, based in River Edge, NJ. Youwei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee ranges from 0% to 1% annually, with a standard rate of 0.50%. Fees are negotiated at the firm's discretion based on criteria such as account composition and asset amount.
Fee Estimator
Location
River Edge, NJ
Get directionsHistory
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
Alterra
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
More Advisors
- Sultan Khan, CFANeuberger Berman Bd LLC