Hong Tran is a CFP-designated registered investment advisor at Logic Wealth Management, LLC, based in Pasadena, CA, with 16 years of industry experience. Hong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 220 clients with $180M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees and account minimums are negotiable under certain circumstances. Fees may be waived indefinitely or for a period of time.
Fee Estimator
Location
1055 East Colorado Blvd, Suite 500, Pasadena, CA, 91106
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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 →Employment History
Current Registrations
Logic Wealth Management, LLC
Previous Registrations
Origin Financial
Logic Wealth Management, LLC
State Registrations1 state
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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