Jung Seh is a CFP-designated registered investment advisor at Homestead Advisers CORP., based in Arlington, VA, with 12 years of industry experience. Jung 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. Their firm serves 8 clients with $7.5B 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 | 0.70% |
Standard fee schedules vary by strategy: Equity strategies range from 0.32% to 0.70%, and fixed-income strategies range from 0.10% to 0.40%. Fees are negotiable.
Fee Estimator
Location
4301 Wilson Blvd., Arlington, VA, 22203-1860
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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
Homestead Advisers CORP.
Previous Registrations
Bogart Wealth, LLC
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
State Registrations47 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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