Chao-Wen Huang is a CFP-designated registered investment advisor at Candor Financial, LLC, based in Santa Clara, CA, with 12 years of industry experience. Chao-Wen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 6 clients with $77M 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 | 1.50% |
Minimum annual fee of $3,750 and minimum initial account size of $250,000. Fee rate or account minimum requirement exceptions may be made on a case-by-case basis at the advisor's discretion.
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Location
Santa Clara, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Candor Financial, LLC
State Registrations2 states
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