TrueAdvisor
TrueAdvisor
CT
CT

Caleb Tsang

Verus Capital Partners, LLC
16 Years of Experience
Pasadena, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Caleb Tsang is a registered investment advisor at Verus Capital Partners, LLC, based in Pasadena, CA, with 16 years of industry experience. Caleb is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 5,642 clients with $2.3B in assets under management.

Verus Capital Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
5,642 clients
Average Client Portfolio
$406K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K+2.00%

Fees are negotiable based on account complexity, composition, and expected future asset additions.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2700 East Foothill Blvd, Suite 210, Pasadena, CA, 91107

Get directions

History

Regulatory History
Clean regulatory record

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

Caleb is involved in several business activities, including Vinepoint Capital, Inc. (for tax/investment purposes), Vinepoint Advisory Group, LLC (DBA for LPL business), Vinepoint Consulting (tax prep/accounting/CPA), and Verus Capital Partners, LLC (investment advisory services, taking nearly full-time). Caleb also sells non-variable insurance, dedicating a few hours per week.

Employment History
Current Registrations
Verus Capital Partners, LLC
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Avantax Advisory Services
October 2019 - July 2021 · 1 yr 9 mos
Avantax Investment Services, INC.Broker
October 2019 - July 2021 · 1 yr 9 mos
1st Global Capital CORP.Broker
November 2009 - October 2019 · 9 yrs 11 mos
1st Global Advisors INC
October 2009 - October 2019 · 10 yrs
State Registrations3 states
CAOHTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Pasadena, CA →All financial advisors in California →