Jen I Cheng provides advice on real estate investments, specifically Delaware Statutory Trusts (DSTs), to accredited investors. Cheng evaluates opportunities and determines suitability for clients. Cheng does not manage client assets, except for the Cheng Family Trust, for which Cheng provides discretionary investment advisory services. Cheng does not offer financial planning, tax planning, or estate planning services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Jen I Cheng provides investment advice for the Cheng Family Trust, consisting of portfolio management and investment oversight. The investments are limited to publicly traded securities, mutual funds, exchange-traded funds (ETFs), and private placement securities, including Delaware Statutory Trusts (DSTs).
Loading...