Advisor at Morling Financial Advisors, LLC
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Firm
Morling Financial Advisors, LLC
Location
Atlanta, GA
Credentials
Series 65
Industry experience
12 years
Gary Cheng is a financial advisor at Morling Financial Advisors, LLC in Atlanta, GA, with 12 years of industry experience. He holds a Series 65 designation and has been with Morling Financial Advisors since 2012. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm provides discretionary investment management, financial planning, and pension consulting, often using index-based strategies and a range of alternative vehicles, while maintaining client relationships and regular account reviews.
Based on Morling Financial Advisors, LLC
Based on Morling Financial Advisors, LLC
Flat fees typically recurring monthly from $150 to $5,000; retainer may be required for services up to six months
$0 - $999,999: 1.15% annually $1,000,000 - $1,999,999: 0.75% annually $2,000,000 - $4,999,999: 0.65% annually $5,000,000 - $9,999,999: 0.60% annually $10,000,000+: 0.55% annually
$400/hour for partners and advisors; $195/hour for data entry
Account minimum: $2,000,000 Minimum fee: $15,000 annual minimum investment management fee Fee-only: Flat fees ranging from $150 to $5,000 monthly; Hourly fees of $400/hour for partners and advisors, $195/hour for data entry
Atlanta, GA
California · Georgia
Morling Financial Advisors, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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