Liem Hoang is a CFA, CFP-designated registered investment advisor at Stillforest Wealth Management, based in Houston, TX, with 8 years of industry experience. Liem operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 21 clients with $8.4M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Contact
Liem Hoang
Location
1001 S. Dairy Ashford, Suite 100-167, Houston, TX, 77077
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 →Employment History
Current Registrations
Stillforest Wealth Management
Previous Registrations
Owlfa LLC
Trajan Wealth, L.L.C.
Owlfa LLC
Investec Wealth Strategies
Owlfa LLC
State Registrations2 states
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