Phuoc Dang
Phuoc Dang is a registered investment advisor at Ameritas Advisory Services, LLC, based in Rockville, MD, with 43 years of industry experience. Phuoc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
3204 Tower Oaks Blvd Ste 208, Rockville, MD, 20852
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2009Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Phuoc is licensed as an independent insurance agent to sell fixed insurance products through Acacia Financial Advisors LLC, where he serves as President and spends about half his time. He also serves as Commissioner for APA Affairs, advising the Governor, and as President of US-Asia Links, consulting on international business, dedicating minimal time and a few hours per week, respectively.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
AXA Advisors, LLC
The Equitable Life Assurance Society of the United StatesBroker
AXA Advisors, LLCBroker
State Registrations11 states
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.