Phuong Nguyen
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 Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 10 clients with $640K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quality Wealth Care charges a percentage of your investments each year.
- 1.0% for College 529s; Accounts held at Investment companies; Separately Managed accounts held at Life and Annuities companies
- 2.0% for all other account types
Fees are negotiable for accounts worth $1,000,000 or more.
Location
Spring, TX
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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.
Learn about disclosures →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.
Previous Registrations
On Investment Management CO
Financial Network Investment Corporation
State Registrations1 state
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.