Wang Tsai is a registered investment advisor at Landolt Securities, INC., based in Dallas, TX, with 8 years of industry experience. Wang operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 173 clients with $110M 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 $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management).
Fee Estimator
Location
12900 Preston Road, Suite 700, Dallas, TX, 75230
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
Wang manages accounts for TKC Wealth Management, sells insurance products through TKC Risk Advisors LLC, and offers security products through Landolt Securities, dedicating about 10-20% of his time to each. He also serves as Secretary with Greater Dallas Taiwanese Chamber of Commerce, spending minimal time on this activity.
Employment History
Current Registrations
Landolt Securities, INC.Broker
Tkc Wealth Management LLC
Previous Registrations
Richfield Orion International, INC.Broker
State Registrations3 states
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.