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Cheng Su

5 Years of Experience
San Francisco, CA
May Earn Commission

Cheng Su is a registered investment advisor at Whiteswan Trading Corporation, based in San Francisco, CA, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 2 clients with $6K in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$3K average
Assets Under Management
$6K

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable. For qualified clients, a performance-based fee may also apply, not to exceed 15% of capital appreciation above a 10% threshold.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

447 Sutter St Ste 405 Pmb 191, San Francisco, CA, 94108

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Whiteswan Trading Corporation
April 2020 - Present · 6 yrs 1 mo
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
Cheng Su - Financial Advisor | TrueAdvisor