Jack Tsai is a PFS-designated registered investment advisor at Tsai Wealth Management, based in Pasadena, CA, with 18 years of industry experience. Jack 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, Investment Management, and 2 more. Their firm serves 14 clients with $6.4M 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 | 1.00% |
Tsai Wealth Management may choose to waive or reduce the advisory fee at its discretion.
Fee Estimator
Location
238 South Arroyo Pkwy #120, Pasadena, CA, 91105
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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
Jack owns Jack Tsai & Associates, a CPA firm, since 2011. He spends about half his time working there.
Employment History
Current Registrations
Tsai Wealth Management
Previous Registrations
Colton Wealth Management
Lhmp Financial & Insurance Services
State Registrations1 state
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