Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The standard advisory fee is 2%, but clients can negotiate fees with their advisors. Clients also pay ticket charges, which are also negotiable. Advisors may receive 12B-1 compensation for recommending certain mutual funds. Management fees are deducted from client accounts quarterly, in advance. Clients may request a full fee refund within the first 5 business days of opening an account; thereafter, refunds are prorated. Clients also pay custodian fees, mutual fund expenses, brokerage, and transaction costs.
Areas of Practice
Advisor Information
Office location
133-10 39th Avenue, Flushing, NY, 11354
Get directionsRegulatory History (3)
Customer Dispute
June 2016Customer Dispute
March 2010Customer Dispute
July 2001Other Business ActivitiesSells Insurance
Julia is involved with several businesses, including Alltime Consulting Group, Julia Cheng Wealth Management and Estate Planning (both as a DBA and Inc.), and Pacific Bridge Insurance Services, Inc. These roles involve insurance sales, financial planning, marketing, and management, taking up a significant portion of Julia's time.