Laongdao Suppasettawat is a CFP-designated registered investment advisor at Tak Advisory, based in Juno Beach, FL, with 17 years of industry experience. Laongdao operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 62 clients with $66M 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 $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fee Estimator
Location
Juno Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laongdao regularly conducts public seminars on investment, estate, and financial planning and serves on the boards of the University of Southern Maine Alumni Association and the World Affairs Council of Maine. She is also a partner and member of CAT Properties LLC, a real estate holding company, spending minimal time on this activity.
Employment History
Current Registrations
Tak Advisory
Previous Registrations
Strategic Advisers, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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