William Wong
William Wong is a PFS-designated registered investment advisor at Investment Dynamics Consulting Group, LLC, based in Kailua-Kona, HI, with 23 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $16M 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 | 1.00% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
75-5591 Palani Road, Suite 3008, Kailua-Kona, HI, 96740
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
William is involved in several non-investment related businesses, including real estate development and management, a family entertainment center, a CPA tax and accounting firm, and two professional employment organizations. He dedicates significant time to these ventures, acting as president or in a managing role and handling financial and policy decisions.
Employment History
Current Registrations
Investment Dynamics Consulting Group, LLC
State Registrations1 state
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