Claire Cheng is a registered investment advisor at Valuetech Private Advisors, based in Pomona, CA, with 1 years of industry experience. Claire operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 26 clients with $16M 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 | 1.50% |
| $500K - $1.0M | 1.10% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Effective from March 22th, 2025 for new client. For Non-U.S. resident client, portfolios could also be assessed a performance-based fee.
Fee Estimator
Location
3191 W Temple Ave, #125, Pomona, CA, 91768
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Claire is the CEO and owner of C&Z Accounting Corp, providing accounting services since 2016. She dedicates about two-thirds of her time to this business, supervising accounting services that do not involve investment advice.
Employment History
Current Registrations
Valuetech Private Advisors
State Registrations1 state
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