Chung Wu Investment Group offers investment advisory services, focusing on continuous account supervision. They create tailored portfolios using individual stocks, bonds, exchange traded funds, options, mutual funds, and other securities. Portfolios are reviewed at least quarterly and rebalanced as needed. The firm also manages the CWIG Total Return Fund, LLC. Clients can place reasonable restrictions on investments.
Assets Under Management$150M
Clients127
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiated and will not exceed 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...