Manuel Choy
Manuel Choy is a CFP-designated registered investment advisor at Wpm Wealth Advisors LLC, based in Saratoga Springs, NY, with 23 years of industry experience. Manuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 353 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WPM Wealth Advisors offers portfolio management services under a wrap fee program. The annual fee ranges from 0.00% to 3.00% of your portfolio, and the fees are negotiable. The fee covers transaction costs. Fees are paid in advance on a quarterly basis, calculated using the value of your portfolio on the last business day of the prior billing period. If you terminate the agreement, you'll receive a prorated refund of any unearned fees.
Location
63 Putnam Street, Suite 202, Saratoga Springs, NY, 12866
Get directionsHistory
Regulatory History (2)
Regulatory
February 2008Employment Separation After Allegations
February 2008Other Business Activities
Manuel owns a summer vacation rental property since 2018 and personal rental real estate property since 1987, dedicating minimal time to each. He is also the Chief Financial Officer and Wealth Management Advisor at WCM Wealth Advisors, which is a full-time commitment.
Employment History
Current Registrations
Wpm Wealth Advisors LLC
Previous Registrations
Dinosaur Financial Group, L.L.CBroker
Dcm Advisors, LLC
Dinosaur Financial Group, L.L.CBroker
Dlg Wealth Management LLC
Mcginn, Smith Advisors LLC
Mcginn, Smith & CO., INC.Broker
Wachovia Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.