Shiaujie Fu is a CFA-designated registered investment advisor at Harbor Advisors, based in West Palm Beach, FL, with 5 years of industry experience. Shiaujie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 10 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbor Advisors offers portfolio management services for a fee, which is either a fixed dollar amount or a percentage of your portfolio. Both the fixed fee (up to $1,000,000 annually) and the percentage-based fee (0.50% to 2.00% annually) are negotiable. Fees are billed quarterly in advance.
Location
1400 Centrepark Blvd, Suite 950, West Palm Beach, FL, 33401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shiaujie serves on the Board of Directors for First Southern Bank since 2019. Shiaujie is also the Managing Member of JB Value Investors LLC, a personal investment holding vehicle.
Employment History
Current Registrations
Harbor Advisors
State Registrations1 state
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