Luan Vo
Luan Vo is a registered investment advisor at Crimson Investment Managers, LLC, based in Westminster, CA, with 13 years of industry experience. Luan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 27 clients with $11M 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 | 1.50% |
Fees are negotiable.
Fee Estimator
Location
9550 Bolsa Ave, Suite 220, Westminster, CA, 92683
Get directionsHistory
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
Luan is a licensed insurance agent at Pacific Southwest Financial, selling fixed insurance products for financial planning purposes since 2016. This takes a few hours per week.
Employment History
Current Registrations
Crimson Investment Managers, LLC
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Wts Proprietary Trading Group 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.