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Ran Shi

2 Years of Experience
Los Altos, CA

Ran Shi is a registered investment advisor at Queensbury Global Advisors, based in Los Altos, CA, with 2 years of industry experience. Ran operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$400
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

In addition to the base rate, QGA charges 20% performance-based fees on account growth each calendar year. There is a minimum total $100 quarterly fee.

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

Los Altos, CA

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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
Queensbury Global Advisors
July 2023 - Present · 2 yrs 10 mos
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.