Andy Wong is a registered investment advisor at Bergamot Asset Management LP, based in Princeton, NJ, with 5 years of industry experience. Andy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 98 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bergamot Asset Management manages investments for pooled investment vehicles and separately managed accounts. Fees for separately managed accounts for retail investors range from 0.125% to 1% per year, and may be fixed or based on the value of the account. Fees may be paid monthly or quarterly in advance. Fees are negotiable.
Location
300 Carnegie Center, Suite 140, Princeton, NJ, 08540
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bergamot Asset Management LP
Previous Registrations
Bergamot Asset Management LP
State Registrations2 states
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