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Phuong Nguyen

Quality Wealth Care, LLC.
23 Years of Experience
Spring, TX
Sells Insurance
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Phuong Nguyen is a registered investment advisor at Quality Wealth Care, LLC., based in Spring, TX, with 23 years of industry experience. Phuong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 10 clients with $640K in assets under management.

Quality Wealth Care, LLC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$64K average
Assets Under Management
$642K

Fee Structure

Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Rates are 1.0% for 529 college savings accounts, accounts held at investment companies, and separately managed accounts at life and annuity companies, and 2.0% for all other account types. Fees are negotiable for accounts of $1,000,000 or more.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Spring, TX

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Phuong is a part-time employee of Nugent & Associates, Inc. in several roles: insurance agent (about a quarter to half their time), accountant (full-time during tax season and as needed otherwise), and business consultant (as needed).

Employment History
Current Registrations
Quality Wealth Care, LLC.
January 2006 - Present · 20 yrs 9 mos
Previous Registrations
On Investment Management CO
July 2004 - December 2005 · 1 yr 5 mos
Financial Network Investment Corporation
January 2003 - July 2004 · 1 yr 6 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
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