Advisor at Cheng Wealth Management, LLC
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Firm
Cheng Wealth Management, LLC
Location
San Dimas, CA
Credentials
CFA®, Series 63, Series 65
Industry experience
11 years
Timothy Cheng is the principal of Cheng Wealth Management, LLC in San Dimas, CA, with 11 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. Cheng has led his independent firm since 2014, applying his background in institutional research to his practice. Cheng Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and pension and profit-sharing plans. The firm emphasizes strategic asset allocation and enhanced indexing with a focus on diversification, low-cost mutual funds, and the use of alternative assets, serving a small client base with quarterly portfolio monitoring and rebalancing.
Based on Cheng Wealth Management, LLC
$0 - $400,000: 1% $400,000 - $800,000: 0.90% $800,000 - $1,200,000: 0.80% $1,200,000 - $1,600,000: 0.70% $1,600,000+: 0.60%
Account minimum: $100,000
San Dimas, CA
California
Cheng Wealth Management, LLC
2014 - Present (12 years)
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Other specialized services
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