CX
CX

Cheng Xu

4 Years of Experience
Monmouth Junction, NJ

Cheng Xu is a registered investment advisor at Ailares, based in Monmouth Junction, NJ, with 4 years of industry experience. Cheng operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management.

Compensation
N/A
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.00%

Ailares charges 0% on assets under management and instead charges a 16% performance fee on net profits for qualified clients, subject to a high-water mark.

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

4250 Us Route 1, Suite 115, Monmouth Junction, NJ, 08852

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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
Ailares
September 2026 - Present · 1 mo
Previous Registrations
Ailares, INC.
June 2020 - December 2024 · 4 yrs 6 mos
State Registrations1 state
NJ
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.
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