Jonathon Nguyen is a CFP-designated registered investment advisor at Advanced Financial Strategies INC, based in Irvine, CA, with 22 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 145 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.88% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.63% |
| $2M+ | 0.50% |
Schedule reflects the fees for Aggressive Growth, Growth, and Moderate Growth portfolios. Conservative Growth and Emphasis on Income portfolios have separate, lower fee schedules. Fees may be adjusted by mutual agreement.
Fee Estimator
Location
5 Hubble, Irvine, CA, 92618
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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 →Employment History
Current Registrations
Advanced Financial Strategies 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.
Exams
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