Shicong Wang is a CFA-designated registered investment advisor at Integrated Quantitative Investments LLC, based in Canton, MA, with 4 years of industry experience. Shicong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 16 clients with $840M 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 $50.0M | 0.70% |
| $50.0M - $250.0M | 0.65% |
| $250M+ | 0.60% |
Fees are negotiable. The schedule reflects Global Equities; U.S. Microcap has a separate schedule ranging from 0.85% to 1.10%. Fees may include a variable performance-based component up to 20% for qualified clients.
Fee Estimator
Location
Canton, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Integrated Quantitative Investments LLC
State Registrations1 state
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Exams
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