Weiqin Dong is a CFA-designated registered investment advisor at Metis Asset Management Advisory, LLC, based in Syosset, NY, with 4 years of industry experience. Weiqin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 66 clients with $17M 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 | 2.00% |
In addition to the management fee, Metis charges a performance fee of 20% of the profit, if any, of each managed account, subject to a high water mark. Clients can negotiate a lower management fee.
Fee Estimator
Location
Syosset, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Metis Asset Management Advisory, LLC
Previous Registrations
South Brook Asset Management LLC
Metis Asset Management Advisory, LLC
State Registrations1 state
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