Peter Wang
Peter Wang is a registered investment advisor at Nwf Advisory Services INC, based in Anaheim Hills, CA, with 34 years of industry experience. Peter 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 2 more. Their firm serves 6,671 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWF Advisory Services offers several investment management programs. Fees are negotiable and vary depending on the program and the amount you invest. Here's a summary of the maximum fees for each program:
- Advisor Managed Portfolios (Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Advisor Managed Portfolios (Non-Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Model Portfolios Program: 1.00% to 1.50% depending on the amount invested.
- SMA and UMA Program: 1.00% to 1.50% depending on the amount invested.
These fees cover advisory services and transactions. Additional fees may apply. Each financial advisor negotiates their own fee schedule.
Location
4883 East La Palma Avenue, # 501A, Anaheim Hills, CA, 92807
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter is a statutory agent for Wise Steward Corporation and an investment advisor representative (IAR) with NWF Advisory. He also sells fixed insurance products, dedicating about a quarter of his time to Wise Steward Corporation.
Employment History
Current Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Wise Steward Advisory Services, INC.
Wise Steward Advisory Services, INC.
Wise Steward Advisory Services, INC.
Wise Steward Advisory Services, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Financial Network Investment CorporationBroker
Sunamerica Securities, INC.Broker
Titan/value Equities Group, INC.Broker
State Registrations19 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.