Woongkee Min is a registered investment advisor at Stewards Asset Management, based in Fort Lee, NJ, with 8 years of industry experience. Woongkee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 8 more. Their firm serves 11 clients with $790K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stewards Asset Management charges an annual fee based on the value of your portfolio, paid monthly in arrears. The fee is a blended rate calculated daily using the closing net asset value ranges of your portfolio. There is currently no minimum account balance required to open an investment management account. Ongoing financial planning fees are waived for investment management clients with more than $500,000 in managed assets.
Location
400 Kelby St. #1802, Fort Lee, NJ, 07024
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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.
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Current Registrations
Stewards Asset Management
Previous Registrations
Michael J. Porro & CO. Financial Advisors, LLC
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.
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