Helen Huang is a registered investment advisor at Svl Investment Management, based in Artesia, CA, with 21 years of industry experience. Helen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 179 clients with $40M 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 |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $5.0M | Included |
| $5.0M - $10.0M | Included |
| $10M+ | Included |
The annual fee for portfolio management services is negotiable.
Fee Estimator
Location
18403 Pioneer Blvd, Suite #206, Artesia, CA, 90701
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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 Activities
Helen is a partner at H Huang & Co CPAs, LLP, dedicating full-time hours to this role. She is also a single member of Fountain Business Group LLC, investing in real estate properties, which takes about a quarter of her time, some of which occurs during trading hours.
Employment History
Current Registrations
Svl Investment Management
Previous Registrations
Avantax Investment Services, INC.Broker
H.D. Vest Investment Securities, 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.