Shuyang Balazi

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About Shuyang Balazi

Shuyang Balazi is an experienced and knowledgeable financial advisor, ready to work with you to ensure you and your family's financial future. Over the past years, she has worked with many clients to help them choose, invest, and manage plans that will offer suitable investments and excellent returns. As a financial planner, Shuyang's main goal is to help you make well-informed decisions on what types of investments are right for you. She also emphasizes the need to adjust investment plans as your goals and needs change. Shuyang will always listen to your concerns, share all information about potential investments, including benefits, risks, and treat your financial goals with the same care and interest that she devotes to her own. Shuyang looks forward to being yours trusted advisor and expert resource as you build a customized portfolio of investments. Shuyang is also a mother of two kids. Youngest one is 1 years old. The old one is 6 years old. Beside working, I like to hang out with my kids in the park. Show them the beautiful world. I also enjoy singing also crafting.

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General Information

Firm Start Year

1923

CRD#

6375882

Firm CRD#

297178

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Working in the financial advising industry for over 10 years, focus in high net worth clients' wealth management service. I also assist young generation to building wealth as well with our hourly or monthly fixed financial planning services. I have good return track record depend on the market environment as well. I am not a only a financial planner, I also a portfolio manager who is able to work together with you to find the best interest investment strategies that fir your risk tolerance.

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

English, Chinese

Advisory Services Provided

Financial Planning for Businesses, Financial Advice & Consulting, Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management

Compliance

Registered Investment Advisor

Registered Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee, Hourly, Based on Assets

Fee % Based on Assets

0.35%-2.5%

Hourly Rate

Additional Details on Charges

All fee are negotiable depends on the complexity of each clients' financial structure

Minimum Fee Charged for Managed Accounts

$5000.00

Minimum Fee Charged for Hourly Planning Accounts

$325.00

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