SL
CFA
SL
CFA

Shang Chen Lu

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
144 clients
Average Client Portfolio
$325K average
Assets Under Management
$46.8M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

6F.-3, No. 131, Hanzhong St., Wanhua Dist., Taipei City, 108007

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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
Transglobal Advisory, LLC
November 2023 - Present · 2 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.