Michael Ching is a registered investment advisor at Nardene Wealth Management INC, based in Brentwood, CA, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 400 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If Nardene Wealth Management manages your money, the annual negotiable fee ranges from 0.5% to 2%, depending on the size and complexity of your account. The fee is paid quarterly, at the end of each quarter. Nardene offers premium systematic strategies for eligible clients.
If Nardene helps you select other money managers and monitors them for you, the other money managers pay Nardene a portion of the fees generated by you. You do not directly pay for this service.
Location
3130 Balfour Rd, Ste D 436, Brentwood, CA, 94513
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Nardene Wealth Management INC
Previous Registrations
Charles Schwab & CO., INC.
State Registrations1 state
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