CW
CFA
CW
CFA

Christine Wang

13 Years of Experience

Christine Wang is a CFA-designated registered investment advisor at Bridgeway Capital Management, LLC, based in Houston, TX, with 13 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 34 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
34 clients
Average Client Portfolio
$118.5M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Minimum Annual Fee:$75,000

Bridgeway charges a fee based on a percentage of the value of your investments or a combination of asset-based and performance-based fees. The fees are negotiable under certain circumstances, such as the size and complexity of the account. You will also incur separate custody fees and brokerage and transaction costs. If your account holds mutual funds or ETFs for which Bridgeway acts as an advisor, those assets are not subject to the standard advisory fee but will incur fund expenses and fees.

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Location

20 Greenway Plaza, Ste 930, Houston, TX, 77046

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bridgeway Capital Management, LLC
July 2012 - Present · 13 yrs 9 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.