William Wong is a registered investment advisor at Antigravity Investments, based in San Francisco, CA, with 8 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
San Francisco, CA
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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.
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William is the Chief Executive Officer of Better, PBC, a wellness industry research organization, dedicating about half his time. He also works as a Staff Product Manager at Walmart Inc., dedicating nearly full-time hours, including during securities trading hours.
Employment History
Current Registrations
Antigravity Investments
State Registrations2 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.