Gah Wong
Gah Wong is a registered investment advisor at Grantvest Financial Group LLC, based in Matawan, NJ, with 11 years of industry experience. Gah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 630 clients with $230M 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 $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees are prorated and paid monthly in advance based on the average market value of the previous month. Actual fees may be negotiated.
Fee Estimator
Location
106 Main Street, Suite D, Matawan, NJ, 07747
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
Gah sells insurance and disability products for multiple insurance carriers, dedicating a few hours per week. Gah is also a financial advisor at GRANTvest Financial Group, LLC, working nearly full-time, and a partner in JBT Benefits Group LLC, spending minimal time processing life and supplemental health insurance business.
Employment History
Current Registrations
Grantvest Financial Group LLC
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
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.
Exams
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