Shuyi Kong Wealth Management provides investment advice to individuals and high net worth individuals. The firm offers non-discretionary asset management services, meaning clients must approve all transactions before they are executed. Investment strategies are tailored to individual client goals, time horizons, and risk tolerance. The firm also offers insurance products through a related business.
Assets Under Management$39M
Clients139
Advisors1
Avg. per Client$280K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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