Nancy Listiawan is a CFP-designated registered investment advisor at Vera Wealth LLC, based in Pasadena, CA, with 12 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 4 more. Their firm serves 13 clients with $4.8M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees could be negotiable based on the complexity of your financial situation or total assets under management. In addition, Vera Wealth reserves the right to offer fee waivers or discounts at their sole discretion.
Fee Estimator
Contact
Nancy Listiawan
Location
1055 East Colorado Boulevard, 5th Floor, Pasadena, CA, 91106
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 →Employment History
Current Registrations
Vera Wealth LLC
Previous Registrations
Ami Asset Management CORP
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.