Advisor at Shalom Global Capital Group LLC
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Firm
Shalom Global Capital Group LLC
Location
San Jose, CA 95110
Credentials
Series 63, Series 66
Industry experience
24 years
Yi Ching Tsai is a financial advisor at Shalom Global Capital Group LLC in San Jose, CA, holding Series 63 and Series 66 designations with 24 years of industry experience. Prior to joining Shalom Global Capital Group in 2020, Tsai worked at Polaris Greystone Financial Group and TD Waterhouse Investor Services Inc. Outside of advisory work, Tsai manages several investment properties in Texas and California. Shalom Global Capital Group provides portfolio management, financial planning, and family office services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of analytic methods and investment strategies, and maintains a focus on high-net-worth and institutional clients.
Based on Shalom Global Capital Group LLC
Based on Shalom Global Capital Group LLC
$0+: Up to 2.00% annually for Comprehensive Portfolio Management $0+: Up to 1.00% annually for third-party money managers (in addition to firm fee)
Account minimum: $10,000,000 Fee-only: Comprehensive Portfolio Management fee up to 2.00% annually; combined fee with third-party managers may be up to 3.00% annually.
2033 Gateway Place, Suite 500
San Jose, CA 95110
California · Texas
Shalom Global Capital Group LLC
2020 - Present (6 years)
Polaris Greystone Financial Group
2018 - 2020 (2 years)
TD Waterhouse Investor Services Inc
2003 - 2018 (15 years)
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