Huiming Sun is a CFA-designated registered investment advisor at Wealth Management, LLC, based in Clinton, MS, with 10 years of industry experience. Huiming operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $20M 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 $1.0M | 0.65% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $10.0M | 0.20% |
| $10M+ | 0.20% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Location
105 Garden Way, Clinton, MS, 39056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Huiming prepares taxes for three individuals, dedicating minimal time to this activity.
Employment History
Current Registrations
Wealth Management, LLC
State Registrations1 state
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