Hsuan Wang is a registered investment advisor at Corrales & CO., based in Fairfax, VA, with 14 years of industry experience. Hsuan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 222 clients with $170M 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 $500K | 1.75% |
| $500K - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
Fairfax, VA
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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 →Other Business Activities
Hsuan is the treasurer of a non-profit organization and teaches Chinese once a week. Both roles receive no compensation and are not during market hours, requiring minimal time.
Employment History
Current Registrations
Corrales & CO.
Previous Registrations
Cope Corrales
Commonwealth Financial Network
Chevy Chase Trust Company
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Citigroup Global Markets INC.
State Registrations1 state
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