Earl Wong
Earl Wong is a registered investment advisor at Spirit Global Investment Advisors, LLC, based in San Diego, CA, with 14 years of industry experience. Earl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 10 clients with $75M 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 $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees may be negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
10679 Westview Parkway, Second Floor, San Diego, CA, 92126
Get directionsHistory
Regulatory History (1)
Criminal
November 1982Other Business Activities
Earl manages a team at One Road Media Ventures to identify, invest in, develop, co-produce, and distribute global media projects and platforms. The focus is on Asia partnerships and collaboration opportunities with global appeal.
Employment History
Current Registrations
Spirit Global Investment Advisors, LLC
Previous Registrations
Spirit Global Investment Advisors
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations2 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.