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Chung Sing

4 Years of Experience
Rockville, MD

Chung Sing is a registered investment advisor at Applied Derivative Research or "adr", based in Rockville, MD, with 4 years of industry experience. Chung operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $100K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$50K average
Assets Under Management
$100K

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Applied Derivative Research charges investment management fees based on a percentage of the assets they manage. These fees generally range from 0% to 2% annually, depending on the client, the size of the investment, the type of investments, and whether a performance fee is also charged. Fees are negotiable and may vary among clients. A performance-based fee may also be charged, ranging from 0% to 30% of the increase in net asset value.

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Location

Rockville, MD

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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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Other Business Activities

Chung is a board member of the Maryland Technology Development Corporation, which focuses on economic development through early-stage investments. He dedicates minimal time to this role.

Employment History
Current Registrations
Applied Derivative Research or "adr"
March 2022 - Present · 4 yrs 2 mos
State Registrations1 state
MD
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.