Wanwan Hong
Wanwan Hong is a registered investment advisor at Asia Global Asset Management, INC, based in Alameda, CA, with 11 years of industry experience. Wanwan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Asia Global Asset Management does not directly manage your investments. Instead, they help you select a third-party advisor. The fees you pay depend on which third-party advisor you choose.
For example, if you use Matson Money, the annual fee is:
- 1.40% on assets from $50,000 to $500,000
- 1.20% on assets from $500,000 to $1,000,000
- 1.00% on assets over $1,000,000
Fees are negotiable and may be lower. You can end the agreement at any time and receive a refund for any unearned fees.
Location
1024 Santa Clara Avenue, Alameda, CA, 94501
Get directionsHistory
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
Wanwan is a sole proprietor selling fixed insurance and fixed (indexed) annuities, and is also licensed in California for independent life and health insurance sales since 2003. This work is done outside of securities trading hours.
Employment History
Current Registrations
Asia Global Asset Management, 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.