Khoa Hoang
Khoa Hoang is a registered investment advisor at Kingsview Wealth Management, LLC, based in San Marcos, CA, with 15 years of industry experience. Khoa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 10,049 clients with $6.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kingsview Wealth Management's annual advisory fee for wealth and asset management services is negotiable and capped at 2.50% annually, inclusive of any asset management fees charged by Kingsview Investment Management (KIM). The standard wealth management fee schedule is:
- First $250,000 – 1.50% annually
- Next $750,000 – 1.00% annually
- Any amount over $1,000,000 – 0.75% annually
Fees are negotiable and are set at the discretion of the KWM IAR providing services. This fee is exclusive of a KIM model fee, underlying investment fees or any third-party money manager fee.
Location
1 Civic Center Dr, Suite 350, San Marcos, CA, 92069
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Regulatory History (5)
Judgment / Lien
May 2023Criminal
February 2003Criminal
June 1999Criminal
December 1998Criminal
June 1996Employment History
Current Registrations
Kingsview Wealth Management, LLC
Previous Registrations
Edward JonesBroker
Edward Jones
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.