Dong-Hwan Hong is a CFA-designated registered investment advisor at Bakeravenue, based in San Francisco, CA, with 5 years of industry experience. Dong-Hwan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 5 more. Their firm serves 1,024 clients with $5.1B 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 $2.5M | 0.95% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.70% |
Fees are negotiable. Family office clients and established relationships may be subject to different fee schedules.
Fee Estimator
Location
One Embarcadero Center, Ste 2530, San Francisco, CA, 94111
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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
Bakeravenue
Previous Registrations
Cresset Asset Management, LLC
The Ayco Company,l.p.
State Registrations1 state
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Exams
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