Lan Tran
Lan Tran is a registered investment advisor at The Wealth Consulting Group, based in Cupertino, CA, with 31 years of industry experience. Lan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
21070 Homestead Road, Suite 210, Cupertino, CA, 95014
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2012Other Business Activities
Lan is a registered investment advisor DBA The Wealth Consulting Group since 2016, dedicating nearly full-time hours. Lan is also a registered investment advisor hybrid, spending about a quarter of their time on this activity.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations10 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.