user avatar

Liang Chun Wu

Advisor at Upright Financial Corp

Updated today

Location

East Hanover, NJ

Credentials

Series 65

Industry experience

< 1 year

About

Liang Chun Wu is a Series 65-licensed financial advisor with Upright Financial Corp based in East Hanover, NJ. Although new to the industry, starting in 2024, Wu has a diverse background that includes roles in education and the music industry, such as positions at the Taiwan Academy of Banking and Finance and Berklee College of Music. Upright Financial Corp is an SEC-registered investment adviser serving individual clients, including high-net-worth households, as well as select institutional clients. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, value-oriented approach with fundamental and technical analysis.

Client services

Based on Upright Financial Corp

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Upright Financial Corp

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Long-term care insurance

Occupation focus

Based on Upright Financial Corp

Founder/Business Owner Retired

Demographic focus

Based on Upright Financial Corp

Mid-Career Professionals

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Fee options

Percentage

$0+: 2% initial setup fee on initial investment and additional transfers (one-time) $0+: 1.5% semi-annual for pure stock portfolio $0+: 1.25% semi-annual for mixed stock & mutual fund portfolio $0+: 1.0% semi-annual for pure mutual fund portfolio

Commissions

Commission fees may be received if financial planning clients execute transactions through affiliated broker or insurance agency; commissions separate from financial planning fees.

Performance-based

Applicable for accounts over $1,000,000 or clients with net worth over $2.1 million and foreign investors; 30% of profits above 23% annual return; performance fee paid annually; discretionary waiver by advisor.

Other

Account minimum: $250,000 Fee-only: Financial planning fees based on selected service areas; discounts available for multiple areas; excludes supplementary legal or accounting fees; 50% refund possible if receiving compensation from insurance or investment products.

Location

East Hanover, NJ

Most active in

New Jersey

Work history

Taiwan Academy of Banking and Finance

2024 - Present (2 years)

Berklee College of Music

2023 - Present (3 years)

Good Filter Co.

2021 - 2023 (2 years)

Taipei Municipal Zhong-zheng Senior High School

2019 - 2022 (3 years)

National Taiwan Normal University Affiliated Junior High School

2016 - 2019 (3 years)

Kuang Jen Elementary School

2010 - 2016 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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