Anthony Daoheuang
Anthony Daoheuang is a registered investment advisor at Verus Financial Group, based in Sugar Land, TX, with 4 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 388 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
The fee for all assets held within Charles Schwab Institutional is 0.80% annually. The firm will not charge clients in excess of 1.50% fee based upon the assets under management for all services listed within Item 4.
Fee Estimator
Location
14141 Southwest Freeway, Suite 150, Sugar Land, TX, 77478
Get directionsHistory
Regulatory History (1)
Financial
June 2018Other Business ActivitiesSells Insurance
Anthony is an independent insurance agent for various independent insurance companies through Ameritas, spending about 10-20% of his time on this. He also owns Bench Press and Invest, an online presence providing free impersonal financial advice for adolescents entering college, dedicating minimal time outside trading hours.
Employment History
Current Registrations
Verus Financial Group
Previous Registrations
Cambridge Investment Research, INC.Broker
State Registrations1 state
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.