Danqin Fang is a CFA, CFP-designated registered investment advisor at Wealth Beyond Math, based in Austin, TX, with 8 years of industry experience. Danqin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
For clients with assets under management of less than $1,000,000, the minimum annual advisory fee is $8,888. Should a client opt not to utilize the financial planning services included with our Wealth Management Services, in no instance will the annual fee exceed 3% of assets under management. In cases where the calculated fee does exceed 3%, we will track our tasks and hours, charging only for actual hours worked at an hourly rate of $388.
Fee Estimator
Contact
Danqin Fang
Location
5900 Balcones Drive, #21803, Austin, TX, 78731
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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
Wealth Beyond Math
Previous Registrations
Austin Asset
Evensky & Katz/foldes Financial Wealth Management
State Registrations1 state
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Exams