Fan Teng is a registered investment advisor at US Fund Manager LLC, based in Redmond, WA, with 7 years of industry experience. Fan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $67K 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 | 1.98% |
Fee is negotiable case by case. It might be waived base on the Advisor’s sole discretionary
Fee Estimator
Location
Redmond, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Fan is a mortgage broker loan officer at Xpro Mortgage Inc. and the founder/co-owner of Lincoln & Lyndon LLC, a real estate brokerage where he handles IT, programming, data analysis, tax filings, and acts as a real estate agent.
Employment History
Current Registrations
US Fund Manager LLC
State Registrations1 state
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