Tai Nguyen
Tai Nguyen is a registered investment advisor at Park Avenue Securities LLC, based in Addison, TX, with 18 years of industry experience. Tai is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B 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 | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $2M+ | 1.90% |
Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.
Fee Estimator
Location
15303 North Dallas Parkway Tower Ii, Suite 550, Addison, TX, 75001
Get directionsHistory
Regulatory History (3)
Criminal
October 1996Criminal
March 1995Criminal
October 1994Other Business Activities
Tai owns a single-family rental property through MT Adventures, LLC, since 2019. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations6 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
More Advisors
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- Zackary Smutzer, CFPSage Wealth Planning