Hao Ngo is a CFP-designated registered investment advisor at Capital Benchmark Partners, LLC, based in Atlanta, GA, with 16 years of industry experience. Hao operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 136 clients with $56M 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 |
|---|---|
| Up to $1.0M | 1.30% |
| $1M+ | 0.95% |
Fees apply uniformly to the aggregated assets under management and are negotiable. ERISA accounts are charged a flat annual fee of 1.00%. Investment management fees include financial planning services at no additional cost.
Fee Estimator
Location
2342 Perimeter Park Dr, Suite 200, Atlanta, GA, 30341
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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
Hao serves as a board member/officer/director at Emory University since 2012, attending quarterly meetings and contributing to fundraising efforts. This requires minimal time and is not investment related.
Employment History
Current Registrations
Capital Benchmark Partners, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James & Associates, INC.
State Registrations5 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
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