Cheng Wealth Management provides investment management services to individuals, high net-worth individuals, pension and profit-sharing plans, and trusts. Cheng Wealth Management invests in stocks, bonds and alternative assets. Concurrent to investment management, Cheng Wealth Management offers financial planning and wealth management advice to address finance related questions relevant to your circumstances.
Assets Under Management$15M
Clients11
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.00% |
| $400K - $800K | 0.90% |
| $800K - $1.2M | 0.80% |
| $1.2M - $1.6M | 0.70% |
| $1.6M+ | 0.60% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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