| Assets Under Management | 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)
12900 Preston Road, Suite 700, Dallas, TX, 75230
Get directionsNo 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 →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.