Charles Luong
Charles Luong is a registered investment advisor at Endeavor Advisors LLC, based in Phoenix, AZ, with 7 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 344 clients with $43M 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 $250K | 1.40% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Comprehensive Financial Planning is included with this service.
Fee Estimator
Location
2801 E Camelback Rd, Suite 200, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2020Other Business ActivitiesSells Insurance
Charles is the owner and insurance agent at Luong Financial, LLC, providing insurance sales and services. He also serves as a board member for the Vietnamese Community Assistance Foundation, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Endeavor Advisors LLC
Previous Registrations
Lifetyme Financial Advisors, LLC
State Registrations3 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.