Chung Wu Investment Group provides personalized asset management and investment advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and businesses. Founded in 2014 and based in Sugar Land, Texas, the firm is wholly owned by Mr. Chung Wu. Chung Wu Investment Group focuses on continuous portfolio supervision, utilizing a mix of top-down macro analysis and bottom-up micro analysis, along with optimal asset allocation and cash management. Portfolios are tailored to each client's specific needs and may include individual stocks, bonds, exchange-traded funds, mutual funds, options, and alternative investments. The firm also acts as investment manager for a private fund, the CWIG Total Return Fund, and representatives offer separate insurance and real estate services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are based on a negotiated percentage of assets under management, not to exceed 1.25% annually. Billed quarterly in arrears.