Anthony Wan is a CFA-designated registered investment advisor at Wealthboost Advisors, LLC, based in San Francisco, CA, with 14 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 41 clients with $77M 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 $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable depending on individual client circumstances. Family accounts may be combined to determine the applicable advisory fee.
Fee Estimator
Location
100 Pine Street, Suite 1250, San Francisco, CA, 94111
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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 Activities
Anthony is a board member for Asian Americans Advancing Justice - Asian Law Caucus, promoting legal and civil rights. This non-investment related activity requires a few hours per week.
Employment History
Current Registrations
Wealthboost Advisors, LLC
Previous Registrations
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
Gw & Wade, LLC
Gw & Wade Asset Management Company, LLCBroker
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.