JW

Jimmy Shanggee Wu

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
270 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$740.9M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.50%
$3.0M - $20.0M0.30%
$20M+0.20%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

FRG charges an annual fee based on assets under management, using a tiered fee schedule. The firm may also charge a fixed annual fee between $10,000 and $75,000 for portfolio management services. Fees are generally negotiable. Clients are responsible for third-party fees such as custodian and brokerage fees. The firm requires a minimum of $1,000,000 in household account size, but this may be waived at the firm's discretion.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

10900 NE 8th Street, Suite 1600, Bellevue, WA, 98004

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Frg Family Wealth Advisors
June 2016 - Present · 9 yrs 7 mos
Previous Registrations
Financial Resources Group
May 2004 - November 2016 · 12 yrs 6 mos
Charles Schwab & Co., INC.
May 2001 - December 2002 · 1 yr 7 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.