Everest Wong is a registered investment advisor at Tactivest, LLC, based in San Francisco, CA, with 27 years of industry experience. Everest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 180 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable. Flat fee billing may be applied for a number of clients.
Fee Estimator
Location
San Francisco, CA
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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 →Other Business ActivitiesSells Insurance
Everest is a licensed insurance agent selling fixed insurance, fixed & indexed annuities, LTC insurance, and health insurance, dedicating about 10% of their time to this activity. Everest is also involved in non-financial related phone app development and is a lender receiving interest and principal payments.
Employment History
Current Registrations
Tactivest, LLC
Previous Registrations
Apw Capital, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Citicorp Investment Services
Citicorp Investment ServicesBroker
Wm Financial Services, INC.Broker
Signator Investors, INC.Broker
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.