Wayne Park is a registered investment advisor at Allmerits Asset, LLC, based in Buena Park, CA, with 16 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 234 clients with $19M 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% |
Maximum annual fee is 1.00%, billed quarterly in advance. Fees are negotiable based on account size and services provided.
Fee Estimator
Location
6281 Beach Blvd, Suite 116, Buena Park, CA, 90621
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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
Wayne is a marketing executive at Cal-Kor Insurance Services, selling personal and commercial insurance since 2012, dedicating about 10-20% of his time. He is also an investment adviser representative at Allmerits Asset Management, LLC since 2018, spending a few hours per week.
Employment History
Current Registrations
Allmerits Asset, LLC
Previous Registrations
Allmerits Asset Managment, LLC
Think Wealth, LLC
Think Wealth, LLC
Kayan Securities, INC.Broker
Hana Global Markets, LLC
Sh Investment & SecuritiesBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
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.
Exams
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