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 Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 15 clients with $1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stewards Asset Management's standard advisory fee is based on the market value of your portfolio. The fee is a blended fee, calculated daily and paid monthly in arrears. The firm may modify fees on a client-by-client basis, considering the complexity of services, anticipated assets, portfolio style, and account composition. Legacy clients may have different billing structures.
Location
400 Kelby St. #1802, Fort Lee, NJ, 07024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stewards Asset Management
Previous Registrations
Michael J. Porro & CO. Financial Advisors, LLC
State Registrations2 states
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