Anthony Tseng is a registered investment advisor at Caishen Financial, based in Plano, TX, with 2 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Grand Investment Group charges an annual fee for managing your investment portfolio, ranging from 0.25% to 1.5% of the value of your investments. The exact percentage depends on the types of investments, the services provided, and the complexity of your financial situation. This fee is negotiable.
Location
7700 Windrose Ave, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony owns and operates two restaurant businesses, Comfort Foods Group LLC and Mr. Teppan LLC, dedicating about 10-20% of his time to each. He is also a silent partner in T&T Grand LP and a real estate agent with Avignon Realty, spending minimal time on these activities.
Employment History
Current Registrations
Caishen Financial
State Registrations1 state
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