Toan Tran is a registered investment advisor at 10 West Advisors, INC., based in Los Angeles, CA, with 8 years of industry experience. Toan 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 16 clients with $10M 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 | 2.00% |
For certain qualified clients and if agreed upon in writing, an additional annual performance fee equal to 20% based on the capital appreciation in the client’s account(s).
Fee Estimator
Location
145 S Fairfax Ave, Suite 200, Los Angeles, CA, 90036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
10 West Advisors, INC.
State Registrations1 state
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