Advisor at ValueTech Private Advisors
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Firm
ValueTech Private Advisors
Location
Diamond Bar, CA 91765
Credentials
Series 65
Industry experience
5 years
Nan Cheng is a financial advisor at ValueTech Private Advisors with five years of industry experience. He holds a Series 65 designation and concurrently works in senior semiconductor material management at Microsoft Corporation. His prior experience includes eight years at Semtech Corporation. ValueTech Private Advisors offers portfolio management, customized financial planning, and business consulting to individual and small business clients, including a significant non-U.S. clientele. The firm employs a technology-focused investment approach that integrates value investing, active management, and Modern Portfolio Theory with tax-aware, globally diversified portfolios.
Based on ValueTech Private Advisors
Based on ValueTech Private Advisors
Financial planning fixed fee ranges from $600 to $3,600 for the first year, paid monthly in arrears
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.10% annually $1,000,001 - $10,000,000: 1.00% annually $10,000,001+: 0.80% annually
$100 per hour, billed in 30-minute increments
For non-U.S. resident clients only: performance-based fees tiered as follows: $50,000 - $99,999.99: 32%; $100,000 - $499,999.99: 25%; $500,000 - $999,999.99: 22%; $1,000,000 - $4,999,999.99: 19%; $5,000,000 - $9,999,999.99: 16%; $10,000,000 and above: 14%
Account minimum: $50,000
1370 Valley Vista Dr, Suite 200
Diamond Bar, CA 91765
California
Microsoft Corporation
2021 - Present (5 years)
ValueTech Private Advisors LLC
2020 - Present (6 years)
Semtech Corporation
2013 - 2021 (8 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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