Tony Nguy is a registered investment advisor at Axiom Value Wealth Management LLC, based in Rockville, MD, with 16 years of industry experience. Tony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Federal Employees, Financial Planning & Coaching, and 5 more. Their firm serves 321 clients with $60M 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 | 2.00% |
Fees are negotiable based upon the type of client, the complexity of the client's situation, the relationship of the client with the investment advisor representative, and the other services that AVWML may provide to the client. The firm ensures all fees charged are reasonable for the services offered. The brochure states the fee ranges from 1.00% to 2.00%, the higher value is used.
Fee Estimator
Location
9211 Corporate Blvd Suite 200, Rockville, MD, 20850
Get directionsHistory
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
Axiom Value Wealth Management LLC
Previous Registrations
Usadvisors Wealth Management, LLC
Osaic Wealth, INC.Broker
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Hsbc Securities (USA) INC.Broker
State Registrations2 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.