Waiyee Wong is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in St. Louis, MO, with 11 years of industry experience. Waiyee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Waiyee is the Vice Chair of the Board of Directors for the Portland Japanese Garden Foundation, a non-profit organization overseeing the investment of the garden's endowment. She dedicates minimal time to this role, attending board meetings and supervising the outside investment advisor's activities.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Buckingham Strategic Wealth, LLC
Confluence Wealth Management LLC
State Registrations1 state
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