Shang Lu is a CFA-designated registered investment advisor at Transglobal Advisory, LLC, based in Taipei City, with 2 years of industry experience. Shang operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 144 clients with $47M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are generally negotiable. For accounts strictly invested in fixed income securities, TransGlobal Advisory generally charges an annual fee of 0.25%.
Fee Estimator
Location
6F.-3, No. 131, Hanzhong St., Wanhua Dist., Taipei City, 108007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Transglobal Advisory, LLC
State Registrations1 state
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