Leong Ngu
Leong Ngu is a registered investment advisor at Lifetyme Financial Advisors, LLC, based in Scottsdale, AZ, with 18 years of industry experience. Leong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.99% |
| $4M+ | 0.99% |
Fees are negotiable based on asset amount and model portfolio chosen. Matson Money charges an additional 0.50% annual fee through underlying funds, bringing total combined fees to 1.49%.
Fee Estimator
Location
14362 N. Frank Lloyd Wright Blvd., Suite 1240, Scottsdale, AZ, 85260
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
Leong is an independent agent selling and servicing Medicare supplements since 2007. He also works as an insurance agent for LifetyMe Financial Group, LLC and Allstar Financial Group, LLC, dedicating about half of his time to the insurance business.
Employment History
Current Registrations
Lifetyme Financial Advisors, LLC
Previous Registrations
Brokers International Financial Services, LLC
Investment Advisors International, INC.
State Registrations3 states
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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