Donald Wong is a registered investment advisor at Dna Financial, based in Las Vegas, NV, with 14 years of industry experience. Donald 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 11 clients with $1.1M 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 | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally negotiable. Minimum annual fee of $1500 will not exceed 2% of the client's assets under management.
Fee Estimator
Location
5440 W Sahara Ave, Ste. 301, Las Vegas, NV, 89146
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 →Other Business ActivitiesSells Insurance
Donald owns DWJ Agency for non-securities and advisory activities, and Donald A Wong Jr Insurance Agency (DBA Cosmopolitan Insurance Group) offering various insurance products, dedicating about half his time. He also owns DNA Financials, Inc., offering disability insurance, annuities, and life insurance, dedicating nearly full-time hours.
Employment History
Current Registrations
Dna Financial
Previous Registrations
Lincoln Financial Securities CorporationBroker
Farmers Financial Solutions, LLCBroker
State Registrations1 state
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.