Daryl Wong is a registered investment advisor at Tula Investment Group LLC, based in Oakland, CA, with 12 years of industry experience. Daryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $26M 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 | 1.25% |
In addition to the management fee, there is a 10% performance fee applied to the mark-to-market profit, paid annually, subject to a high-water mark. All fees are subject to negotiation.
Fee Estimator
Location
Oakland, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tula Investment Group LLC
State Registrations1 state
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