Trung Nguyen
Trung Nguyen is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Portland, OR, with 16 years of industry experience. Trung operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
14146 SE Stark St, Portland, OR, 97233
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 1993Criminal
April 1993Other Business ActivitiesSells Insurance
Trung owns Thomas Group Properties LLC, an investment or commercial property, and is responsible for collecting rent and maintaining the building, dedicating minimal time to this. Trung also owns Trung Nguyen's Insurance Agency, an insurance agency affiliated with State Farm, and dedicates about half of his time to servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
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.