Caleb Tsang is a registered investment advisor at Verus Capital Partners, LLC, based in Pasadena, CA, with 16 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,040 clients with $2.1B 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 | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
2700 East Foothill Blvd, Suite 210, Pasadena, CA, 91107
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
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
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
State Registrations3 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.