Ao Vang is a registered investment advisor at Capstone Investment Group, based in Olympia, WA, with 9 years of industry experience. Ao is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 819 clients with $340M 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 | 1.85% |
| $250K - $500K | 1.65% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 0.75% |
Fees are negotiable. Other programs: SEI third-party management at a total fee of 1.45%.
Fee Estimator
Location
2405 Evergreen Park Drive SW Bldg A, Olympia, WA, 98502
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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
Capstone Investment Group
M. S. Howells & CO.Broker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
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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