WG
WG

Weyman Gong

27 Years of Experience
Norfolk, VA

Weyman Gong is a registered investment advisor at Brown Advisory, based in Norfolk, VA, with 27 years of industry experience. Weyman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 229 clients with $7.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
229 clients
Average Client Portfolio
$33.1M average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:$5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.65%
$5M+0.50%

Fees are negotiable based on account size and type, investments, and required services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

101 W. Main Street, Suite 700, Norfolk, VA, 23510-1676

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Brown Advisory
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
Brown Advisory
December 2018 - June 2019 · 6 mos
Signature Family Wealth Advisors
October 1998 - December 2018 · 20 yrs 2 mos
State Registrations1 state
VA
Advisor

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Exams
No exam information available for this advisor.
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