Mark Wang
Mark Wang is a CFA, CFP-designated registered investment advisor at Delta & Gamma Capital Management LLC, based in New York, NY, with 5 years of industry experience. Mark 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, High Net Worth, and 3 more. Their firm serves 23 clients with $13M 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% |
Fees are generally negotiable. Accredited clients also pay a 20% performance fee based on capital appreciation.
Fee Estimator
Location
1120 Ave of Americas, 4th Fl, New York, NY, 10036
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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 ActivitiesSells Insurance
Mark is an insurance agent since 2014, dedicating about a quarter of his time to this activity. He is also a managing director at Alpha Beta Delta & Gamma Inc, offering accounting and tax preparation services, which also takes about a quarter of Mark's time.
Employment History
Current Registrations
Delta & Gamma Capital Management LLC
Previous Registrations
Metlife Securities INC.
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.