TN
TN
Tan Ngo
28 Years of Experience
San Diego, CA
1 Disclosure
Tan Ngo is a registered investment advisor at Mentor Financial Advisory Group, LTD., based in San Diego, CA, with 28 years of industry experience. Tan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 22 clients with $78M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
22 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$77.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Annual minimum fee of $5,000 and maximum fee of $100,000 applies to both financial planning and investment management fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
San Diego, CA
Get directionsHistory
Regulatory History (1)
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Regulatory
August 2001Final
Employment History
Current Registrations
Mentor Financial Advisory Group, LTD.
March 1998 - Present · 28 yrs 2 mos
State Registrations2 states
CATX
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.