Tae Ho
Tae Ho is a registered investment advisor at Tcfg Investment Advisors, LLC, based in Thousand Oaks, CA, with 29 years of industry experience. Tae is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,334 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Each advisor sets their own independent schedule, up to a maximum of 2.25%. Fees are negotiable based on complexity, assets, and other factors.
Fee Estimator
Location
275 E. Hillcrest Drive-Suite 225, Thousand Oaks, CA, 91360-8241
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Employment History
Current Registrations
Tcfg Investment Advisors, LLC
Tcfg Wealth Management, LLC
Tcfg Wealth Management, LLCBroker
Gold Coast Securities, INC.
Previous Registrations
Gold Coast Securities, INC.Broker
National Planning CorporationBroker
Select Capital CorporationBroker
State Registrations2 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.
Exams
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