Chuanbing Rong
Chuanbing Rong is a CFP-designated registered investment advisor at Transglobal Advisory, LLC, based in Monrovia, CA, with 7 years of industry experience. Chuanbing operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 144 clients with $47M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are generally negotiable. For accounts strictly invested in fixed income securities, TransGlobal Advisory generally charges an annual fee of 0.25%.
Fee Estimator
Location
185 W Chestnut Ave, Monrovia, CA, 91016
Get directionsHistory
Regulatory History (1)
Regulatory
December 2022Other Business ActivitiesSells Insurance
Chuanbing works as an engineer at Ford Motor Company since 2011. He also sells fixed insurance products, health insurance, and fixed indexed annuities through multiple agencies, dedicating a few hours per week to about 10-20% of his time to each.
Employment History
Current Registrations
Transglobal Advisory, LLC
Globalink Securities, INC.Broker
Globalink Securities, INC.
Previous Registrations
Transamerica Financial Advisors, INCBroker
State Registrations2 states
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.