Marsha Jong is a CFA-designated registered investment advisor at Empirical Wealth Management, based in San Francisco, CA, with 24 years of industry experience. Marsha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,132 clients with $6.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Empirical Wealth Management charges a percentage of your assets under management. The specific rate is established in your agreement and may be negotiable. Fees are due at the beginning of each calendar quarter and are deducted from your account. Clients in the wrap fee program pay a comprehensive fee covering portfolio management, brokerage, and custodial services.
Location
333 Bush Street, Suite 1410, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Empirical Wealth Management
Previous Registrations
Blackrock Investments, LLCBroker
Blackrock Fund Advisors
Blackrock Execution ServicesBroker
Sanders Morris Harris INC.Broker
Wedbush Morgan Securities INC.Broker
State Registrations1 state
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