Woo Kang is a registered investment advisor at Lk Wealth Management, LLC, based in Duluth, GA, with 19 years of industry experience. Woo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 45 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LK Wealth Management's fee for managing your investments is negotiable and ranges from 0.80% to 2.0% per year, based on the value of your account. The fee is billed quarterly in advance. The firm may combine account values of family members living in the same household to determine the applicable advisory fee.
Location
Duluth, GA
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Regulatory History (3)
Customer Dispute
November 2012Employment Separation After Allegations
October 2012Customer Dispute
December 2008Employment History
Current Registrations
Lk Wealth Management, LLC
Previous Registrations
Bcg Securities, INC.
Metlife Securities INC.
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.