Cheng Luo is a registered investment advisor at Hhl Wealth Advisors INC., based in New York, NY, with 2 years of industry experience. Cheng operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 4 clients with $150K 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 | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
733 3rd Ave, Ste 1825, New York, NY, 10017
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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 →Other Business Activities
Cheng is a tax advisor and CPA at HHL Advisors Group, spending a few hours per week. He is also the President and Owner of Homeconnect Capital Corporation, a residential mortgagee, dedicating minimal time, and an adjunct assistant professor at Baruch College, teaching accounting courses a few hours per week.
Employment History
Current Registrations
Hhl Wealth Advisors INC.
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Hhl Wealth Advisors INC.
Prime Number Capital, LLCBroker
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.