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.
Experienced financial planning and assets management professionals, who works with individuals, family, business owners and medical professionals, engineers to assist them make informed investment and financial decisions during life changing events. Also assist them reaching financial goals, for instance, retirement, investment goals, legacy assets goals and more We offer hourly financial planning, monthly fixed financial planning and full service financial planning. If you want to learn more information, you can check out the website www.capital360financial.com
General Information |
| Firm Start Year: | 1923 | |
| Number of Years with Current Firm: | 4 |
| 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: | Individual Investors, Non-Profit Organizations, Investment Clubs, Businesses |
| Foreign Languages Serviced: | English, Chinese |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning |
Services |
| Investment Types: | Commodities, Mutual Funds, Options & Futures, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, FOREX & Currency |
| Can meet clients in the following ways: | Our Office, Phone, Email, Your Office, Our Offices, Video Conference |
Firm Information |
| Advisor's Number of Clients: | 30 |
| Advisor's Number of Managed Clients: | 27 |
| Advisor's Number of Planning Clients: | 3 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee |
| Fee % Based on Assets: | 0.35%-2.5% |
| Hourly Rate: | 325 |
| 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 |
Financial Services |
| Portfolio Management
We does Active Portfolio Management. Passive Portfolio Management. Discretionary Portfolio Management. We does portfolio building and maintenance that make for success, including asset allocation, diversification, and rebalancing. etc |
| Retirement Planning
We assist our clients to determining retirement income goals and what's needed to achieve those goals. Retirement planning will cover but not limited to identifying income sources, sizing up expenses, implementing a savings program, and managing assets and risk. |
| 401K Rollovers
We our pre -retirees to rollover the money from an employer-sponsored plan, such as a 401(k) or 403(b) account, into an employer-sponsored plan held at our custodian at Interactive broker or Charles swab. |
| Wealth Management
Managing clients' money and provides clients with advisory services. Wealth management includes comprehensive guidance on finance, taxation, estate and legal, etc |
| Money Management
budgeting, saving, investing, spending, or otherwise overseeing the capital usage of clients |
| Financial Planning for Businesses
We provide business clients with assessing the current financial situation of a business to identify future financial goals and how to achieve them. The financial plan itself is a document that serves as a roadmap for a company's financial growth. |
| Financial Planning for Individuals
We offer hourly financial planning or monthly fixed financial planning or full service financial planning. more details click the link and see which one fit your situation the best : https://www.capital360financial.com/products-services/financial-planning |
| Financial Advice & Consulting
Advise clients on a range of financial services and decisions, including budgeting, saving for big purchases, retirement planning, investing, and trust and estate planning. Hourly financial planning service is the best options for one time off advice. |
| Estate Planning & Trusts
Map out your family's future and leave a legacy with well-drawn wills, the right types of trusts, and careful estate planning. |
| Investment Advice & Management
structure a suitable portfolio, selecting from a range of financial products, which meets client objectives and is based on the key principles of know your customer. You will also be able to undertake regular portfolio reviews and evaluations to ensure continued adherence to client objectives. |
FAQs |
Why should I choose you as my financial advisor?I always ensure I have an workable financial planning in place for all of my clients before setting up investment strategies to reaching your retirement. education, estate planning goals and more. No matter what kind of financial goals you have in mind, we can put into a workable plan . |
How do you charge for your services?If you just needing hourly consultation , minimum booking is 15 mins increment. If you have assets are ready to manage by us, if you have more than $250,000, Our yearly management fee starting at 1.35% as low as 0.35% if you have more than less than $250k , but more than $50k, you will pay a combination of management fee 2.5%-1.35% and other fees to make the yearly fee is minimum of $5000.00 if you no assets, and you need an financial advisor to help you setup an financial planning as minimum out of pockets costs, and can speak with financial advisor on the monthly basis, our monthly financial planning services will be the best options fee between $275.00-$1500.00 per month depend on the complexity of the plan. All fee are negotiable as new clients of capital360financial |
How are you compensated? How will I pay for your services?You can pay me by hourly if you just need some quick answers for your questions on mind. It is $325.00 per hour. 15 mins minimum booking increments If you need more a long term financial advisor who will act in your best interests. If you have more than $250,000 assets under management with capital360financial, then you will pay us a flat fee based on your assets level. as low as 0.35% as high as 1.35% on the annul basis. If you don't have $250,000 assets under management with capital360financial. You will pay a combination of annual management fee between 1.35%-2.5% based on the assets you have , a minimum of $5000.00 per year Also fee above are negotiation for any new clients of capital360financial |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?No, you will grant discretionary trading authority however if you need us to send you a quick email to inform you we will do the trading. |
Will you be the only person working with me?Yes as far as assets management and advising. some administrative works will be direct to custodians of capital360financial. for instance, Online banking will be handled by custodians as far as reset pin and etc. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| I can services any clients who resident in the united states |
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