Ming-Li Ho is a CFA-designated registered investment advisor at AB Hhelio Associates, INC., based in Marina Del Rey, CA, with 29 years of industry experience. Ming-Li 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 30 clients with $43M 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 |
|---|---|
| Any | 1.20% |
The annual management fee of 1.20% may be subject to negotiation when the agreement is executed.
Fee Estimator
Location
13078 Mindanao Way, #215, Marina Del Rey, CA, 90292
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
AB Hhelio Associates, INC.
State Registrations1 state
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Exams
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