Flora Dong
Flora Dong is a registered investment advisor at Arden Global Family Offices, based in Palo Alto, CA, with 26 years of industry experience. Flora operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 7 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ardenwood Advisors' Family Wealth Program charges a maximum annual fee of 2.00% of the value of your portfolio. The exact fee is negotiable and depends on the size of your account, the complexity of your investments, and the time and travel required. Fees are billed quarterly in advance. For the initial quarter, fees are billed after the quarter ends.
Location
Palo Alto, CA
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Regulatory History (2)
Employment Separation After Allegations
May 2025Customer Dispute
February 2007Employment History
Current Registrations
Arden Global Family Offices
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
Morgan Stanley Dw 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.