Benjamin Tsai is a registered investment advisor at Wave Digital Assets LLC, based in Los Angeles, CA, with 8 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 22 clients with $92M 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 | 2.00% |
Annual management fees generally range from 0.1% to 2.0% of assets under management, payable monthly or quarterly in arrears. One client paid a 5.0% upfront management fee for a long-term buy-and-hold strategy. Clients may also pay performance fees ranging from 5% to 20% or carried interest distributions.
Fee Estimator
Location
12400 Wilshire Boulevard, Los Angeles, CA, 90025
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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.
Learn about disclosures →Employment History
Current Registrations
Wave Digital Assets LLC
Previous Registrations
Wave Digital Assets LLC
Wave Financial
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.
Exams
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