Perry Fong
Perry Fong is a registered investment advisor at RBC Capital Markets, LLC, based in Hunt Valley, MD, with 41 years of industry experience. Perry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
225 Schilling Circle, Suite 250, Hunt Valley, MD, 21031-1125
Get directionsHistory
Regulatory History (7)
Regulatory
July 1999Customer Dispute
November 1997Customer Dispute
November 1996Customer Dispute
November 1995Customer Dispute
October 1994Customer Dispute
July 1994Customer Dispute
January 1992Other Business Activities
Perry serves on the Board of Directors for Saint Agnes Healthcare, a faith-based healthcare provider, since 2020. He spends minimal time on this activity each month.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Ferris, Baker Watts, LLC
Ferris, Baker Watts, LLCBroker
Smith Barney INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 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.