Eugene Huang
Eugene Huang is a registered investment advisor at Voya Financial Advisors, INC., based in Moraga, CA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
Moraga, CA
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Regulatory History (1)
Customer Dispute
September 2001Other Business ActivitiesSells Insurance
Eugene works as an independent insurance agent selling fixed insurance and Medicare products. This activity is nearly full-time.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Foreside Fund Services, LLCBroker
Quasar Distributors, LLCBroker
Carey Financial, LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Chadwick Securities, INC.Broker
Turner Investment Partners INC
Foreside Fund Services, LLCBroker
Atel Securities CorporationBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations13 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.