AQ
ChFC
AQ
ChFC
Amy Qian is a ChFC-designated registered investment advisor at Agape Wealth Management LLC, based in Pasadena, CA, with 5 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Pasadena, CA
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
September 2025Employment History
Current Registrations
Agape Wealth Management LLC
January 2026 - Present · 4 mos
Previous Registrations
J.P. Morgan Securities LLC
September 2025 - November 2025 · 2 mos
J.P. Morgan Securities LLCBroker
September 2025 - November 2025 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2020 - October 2025 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2020 - October 2025 · 5 yrs 1 mo
State Registrations1 state
CA
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.