Shiqing Huang is a registered investment advisor at Ativo Capital Management, LLC, based in Chicago, IL, with 11 years of industry experience. Shiqing operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 17 clients with $860M 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 $50.0M | 0.50% |
| $50.0M - $100.0M | 0.45% |
| $100.0M - $200.0M | 0.40% |
| $200M+ | 0.35% |
Rates shown are for the International Developed strategy. Other strategies have different fee schedules ranging from 0.20% to 0.80% for top tiers. Fees are negotiable.
Fee Estimator
Location
120 N Lasalle Street, Suite 1160, Chicago, IL, 60602-2493
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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
Ativo Capital Management, LLC
State Registrations1 state
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Exams
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