Hanh Nguyen is a CFP-designated registered investment advisor at Krilogy, based in St. Peters, MO, with 9 years of industry experience. Hanh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,153 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Krilogy Financial charges a fee based on the value of your accounts, calculated quarterly. The fee will not exceed 2.00% unless the minimum annual fee applies. The minimum annual fee is $3,750 ($937.50 per quarter), regardless of the account value, unless waived. Fees typically range from 0.50% to 1.50%, depending on the account size and advisor's practices. Fees are negotiable. Krilogy may include held-away accounts in the fee calculation. Fees do not include internal fees and expenses in mutual funds, ETFs, or transaction charges.
Location
1 Mid Rivers Mall Drive, Ste. 120, St. Peters, MO, 63376
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hanh is a member/owner of HDN, LLC and TopView Capital, LLC, both real estate related. Hanh is also a minority partner in TopView Construction LLC, which assists TopView Capital LLC in maintenance and repairs; Hanh spends minimal time on each of these activities.
Employment History
Current Registrations
Krilogy
State Registrations3 states
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