Nancy Trieu is a registered investment advisor at Svb Asset Management, based in Irvine, CA, with 18 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 458 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
The maximum fee schedule does not exceed 25 basis points (0.25%). Fees are calculated monthly based on average daily balances excluding cash and money market funds. Minimum monthly fees may apply depending on the strategy and client agreement. Fees are negotiable.
Fee Estimator
Location
200 Spectrum Center Drive, Suite 1420, 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
Svb Asset Management
Previous Registrations
Svb Securities, a Non-Bank Affiliate of Silicon Valley BankBroker
Barclays Global Fund Advisors
Barclays Global Investors ServicesBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
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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