Jiajin Wu is a registered investment advisor at Sun Global LLC, based in Graham, WA. Jiajin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $5.6M 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 - $1.1M | 1.50% |
| $1.1M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees are generally negotiable. Qualified clients may enroll in an Asset Under Management fee + performance incentive program, paying 1.25-1.5% of assets under management along with a 20% performance fee based on capital appreciation.
Fee Estimator
Location
Graham, WA
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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
Sun Global LLC
State Registrations2 states
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